AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$49M
3
+$44.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.3M
5
UHS icon
Universal Health Services
UHS
+$31.7M

Top Sells

1
+$58.3M
2
+$52.8M
3
+$48.8M
4
ST icon
Sensata Technologies
ST
+$37.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$36.6M

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.69%
3 Healthcare 17.84%
4 Communication Services 13.53%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$984K 0.03%
42,049
-56,510
102
$980K 0.03%
+1,693
103
$978K 0.03%
17,541
-33,400
104
$943K 0.03%
35,990
-1,534
105
$875K 0.03%
+12,088
106
$872K 0.03%
42,937
-96,860
107
$842K 0.03%
+66,000
108
$774K 0.02%
35,873
-31,815
109
$771K 0.02%
+64,900
110
$762K 0.02%
17,070
-32,740
111
$760K 0.02%
42,916
-38,144
112
$751K 0.02%
20,055
-3,103
113
$726K 0.02%
64,610
-44,220
114
$714K 0.02%
38,670
-30,770
115
$691K 0.02%
20,442
-110,040
116
$674K 0.02%
81,725
-289,154
117
$663K 0.02%
+28,330
118
$636K 0.02%
36,600
-31,500
119
$573K 0.02%
20,759
-20,533
120
$539K 0.02%
7,882
-26,625
121
$514K 0.02%
87,952
-79,845
122
$498K 0.02%
35,260
-44,140
123
$478K 0.02%
48,778
-64,280
124
$466K 0.01%
+37,930
125
$462K 0.01%
+54,570
2 3 4
5
6