AI

Axiom Investors Portfolio holdings

AUM $8.99B
1-Year Est. Return 44.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
-$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$720M
2
+$276M
3
+$215M
4
APH icon
Amphenol
APH
+$137M
5
CW icon
Curtiss-Wright
CW
+$77.8M

Top Sells

1
+$638M
2
+$482M
3
+$302M
4
META icon
Meta Platforms (Facebook)
META
+$292M
5
GEV icon
GE Vernova
GEV
+$208M

Sector Composition

1 Technology 35.55%
2 Communication Services 20.52%
3 Financials 17.15%
4 Industrials 9.51%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HWM icon
101
Howmet Aerospace
HWM
$103B
$5.72M 0.05%
27,880
+7,315
NOVT icon
102
Novanta
NOVT
$5.69B
$5.7M 0.05%
47,912
+30,796
SUPN icon
103
Supernus Pharmaceuticals
SUPN
$2.8B
$5.28M 0.05%
106,185
+1,549
AMSC icon
104
American Superconductor
AMSC
$2.47B
$3.86M 0.03%
134,076
-130,584
FSS icon
105
Federal Signal
FSS
$6.87B
$3.76M 0.03%
34,637
-94,983
INDI icon
106
indie Semiconductor
INDI
$1.02B
$3.2M 0.03%
905,695
-280,046
JOBY icon
107
Joby Aviation
JOBY
$10.7B
$2.97M 0.03%
224,715
-141,915
BETA
108
Beta Technologies Inc
BETA
$3.87B
$2.95M 0.03%
+104,400
EWT icon
109
iShares MSCI Taiwan ETF
EWT
$10.2B
$1.98M 0.02%
31,100
+4,000
HOOD icon
110
Robinhood
HOOD
$66.3B
$1.92M 0.02%
16,963
-27,452
IVV icon
111
iShares Core S&P 500 ETF
IVV
$833B
$1.78M 0.02%
2,600
-100
KSA icon
112
iShares MSCI Saudi Arabia ETF
KSA
$703M
$535K ﹤0.01%
14,700
-8,700
ROL icon
113
Rollins
ROL
$25.7B
$525K ﹤0.01%
8,748
-5,122
MLTX icon
114
MoonLake Immunotherapeutics
MLTX
$1.34B
$343K ﹤0.01%
25,998
+818
MNST icon
115
Monster Beverage
MNST
$84.9B
$295K ﹤0.01%
3,844
-9,726
FWONK icon
116
Liberty Media Series C
FWONK
$22.2B
$273K ﹤0.01%
2,775
-1,625
FICO icon
117
Fair Isaac
FICO
$28.8B
$152K ﹤0.01%
90
-52
PGR icon
118
Progressive
PGR
$116B
– –
-193,307
PLMR icon
119
Palomar
PLMR
$3.02B
– –
-30,657
QTWO icon
120
Q2 Holdings
QTWO
$2.89B
– –
-197,654
SMR icon
121
NuScale Power
SMR
$3.95B
– –
-140,612
TCOM icon
122
Trip.com Group
TCOM
$29.2B
– –
-23,996
ALKT icon
123
Alkami Technology
ALKT
$1.8B
– –
-260,975
AMP icon
124
Ameriprise Financial
AMP
$40.7B
– –
-6,433
BMI icon
125
Badger Meter
BMI
$3.67B
– –
-24,545
2 3 4
5
6