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
$5.08B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$113M
3
+$62.7M
4
HSY icon
Hershey
HSY
+$49M
5
ELV icon
Elevance Health
ELV
+$48.1M

Top Sells

1
+$89.1M
2
+$57.9M
3
+$41.4M
4
TSLA icon
Tesla
TSLA
+$35.5M
5
BX icon
Blackstone
BX
+$33M

Sector Composition

1 Technology 27.29%
2 Healthcare 21.42%
3 Financials 11.75%
4 Consumer Discretionary 10.47%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.43M 0.05%
+111,100
102
$1.96M 0.04%
29,960
-8,225
103
$1.85M 0.04%
+33,437
104
$1.82M 0.04%
+25,725
105
$1.78M 0.04%
22,340
-33,381
106
$1.76M 0.03%
31,305
+8,575
107
$1.67M 0.03%
46,010
-74,645
108
$1.65M 0.03%
4,300
-1,500
109
$1.38M 0.03%
3,440
+293
110
$1.31M 0.03%
25,348
-6,627
111
$1.26M 0.02%
20,180
-18,860
112
$1.24M 0.02%
4,466
-33
113
$1.2M 0.02%
+15,156
114
$1.13M 0.02%
18,120
-17,305
115
$1.03M 0.02%
+6,409
116
$903K 0.02%
17,915
-1,335
117
$815K 0.02%
4,540
+1,280
118
$810K 0.02%
17,285
-39,490
119
$749K 0.01%
82,260
-81,312
120
$722K 0.01%
+20,240
121
$361K 0.01%
1,120
122
– –
-299,390
123
– –
-18,192
124
– –
-104,230
125
– –
-40,130
2 3 4
5
6