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
$4.77B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$126M
3
+$109M
4
IT icon
Gartner
IT
+$91.7M
5
HSY icon
Hershey
HSY
+$89.2M

Top Sells

1
+$35.3M
2
+$34.2M
3
+$17.9M
4
LYV icon
Live Nation Entertainment
LYV
+$8.87M
5
AMD icon
Advanced Micro Devices
AMD
+$8.17M

Sector Composition

1 Technology 27.68%
2 Healthcare 19.64%
3 Financials 11.33%
4 Consumer Discretionary 11.27%
5 Consumer Staples 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.67M 0.06%
51,395
+14,650
102
$2.45M 0.05%
60,425
-36,855
103
$2.39M 0.05%
+30,196
104
$2.28M 0.05%
39,040
+2,100
105
$2.18M 0.05%
+31,975
106
$2.08M 0.04%
5,800
-1,700
107
$1.93M 0.04%
163,572
+2,205
108
$1.9M 0.04%
38,185
+13,500
109
$1.87M 0.04%
50,190
+10,770
110
$1.76M 0.04%
35,425
-47,745
111
$1.68M 0.04%
19,250
-37,010
112
$1.57M 0.03%
+18,192
113
$1.45M 0.03%
13,700
-8,744
114
$1.26M 0.03%
+3,147
115
$1.14M 0.02%
+22,730
116
$942K 0.02%
4,499
-4,122
117
$468K 0.01%
+3,260
118
$389K 0.01%
1,120
119
– –
-15,036
120
– –
-34,385
121
– –
-108,820
122
– –
-38,585
123
– –
-27,375
124
– –
-20,238
125
– –
-55,302
2 3 4
5
6