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
$3.33B
AUM Growth
-$900M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$101M
3
+$73.8M
4
HSY icon
Hershey
HSY
+$46.8M
5
COST icon
Costco
COST
+$40.7M

Top Sells

1
+$124M
2
+$107M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
CPA icon
Copa Holdings
CPA
+$39.8M

Sector Composition

1 Technology 32.31%
2 Healthcare 18.51%
3 Communication Services 10.88%
4 Consumer Discretionary 9.73%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.08M 0.06%
161,367
-87,707
102
$2.06M 0.06%
36,745
-31,675
103
$2.05M 0.06%
+111,800
104
$2.03M 0.06%
8,621
+2,052
105
$1.75M 0.05%
+29,700
106
$1.71M 0.05%
15,515
-9,976
107
$1.66M 0.05%
108,820
-37,170
108
$1.54M 0.05%
24,685
-720
109
$1.49M 0.04%
54,565
-89,430
110
$1.4M 0.04%
39,420
-1,390
111
$1.3M 0.04%
61,425
-313,895
112
$1.24M 0.04%
27,375
-23,585
113
$1.17M 0.04%
34,385
-30,525
114
$1.08M 0.03%
15,036
-25,613
115
$372K 0.01%
1,120
116
– –
-10,650
117
– –
-86,375
118
– –
-67,880
119
– –
-476,365
120
– –
-12,071
121
– –
-39,800
122
– –
-35,703
123
– –
-127,400
124
– –
-104,637
125
– –
-346,300
2 3 4
5
6