AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$271M
3
+$195M
4
JPM icon
JPMorgan Chase
JPM
+$194M
5
MS icon
Morgan Stanley
MS
+$181M

Top Sells

1
+$851M
2
+$465M
3
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$350M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$331M

Sector Composition

1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.89M 0.05%
60,333
-58,234
102
$4.86M 0.05%
37,986
-24,446
103
$4.75M 0.05%
+40,809
104
$4.7M 0.05%
61,290
-123,340
105
$4.55M 0.04%
34,272
-54,511
106
$4.46M 0.04%
+37,772
107
$4.35M 0.04%
107,468
-137,767
108
$3.88M 0.04%
+247,685
109
$3.68M 0.04%
32,518
-88,427
110
$3.39M 0.03%
84,360
-163,446
111
$3.25M 0.03%
+23,716
112
$3.08M 0.03%
34,842
-9,062
113
$3.07M 0.03%
+26,307
114
$3.06M 0.03%
66,685
-82,632
115
$3.01M 0.03%
39,871
-263,112
116
$2.91M 0.03%
+67,625
117
$2.73M 0.03%
92,323
-22,396
118
$2.61M 0.03%
185,290
-127,995
119
$2.28M 0.02%
31,390
-55,896
120
$1.99M 0.02%
32,000
-31,400
121
$1.93M 0.02%
58,200
+43,800
122
$1.93M 0.02%
+39,969
123
$1.92M 0.02%
54,860
-160,730
124
$1.82M 0.02%
44,000
+9,200
125
$1.78M 0.02%
54,375
-15,521
3 4
5
6 7