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
$3.13B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$63.6M
3
+$61.4M
4
META icon
Meta Platforms (Facebook)
META
+$54.8M
5
TT icon
Trane Technologies
TT
+$43.6M

Top Sells

1
+$52.9M
2
+$39.1M
3
+$37.8M
4
ROST icon
Ross Stores
ROST
+$34.1M
5
ORCL icon
Oracle
ORCL
+$31.5M

Sector Composition

1 Industrials 17.43%
2 Communication Services 16.19%
3 Technology 15.8%
4 Financials 14.79%
5 Consumer Discretionary 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.03%
52,650
-60,900
127
$1M 0.03%
15,100
-15,950
128
$983K 0.03%
49,550
-5,150
129
$968K 0.03%
+18,700
130
$943K 0.03%
5,840
-990
131
$897K 0.03%
23,650
-59,075
132
$874K 0.03%
52,900
-16,400
133
$824K 0.03%
51,190
-820
134
$817K 0.03%
82,500
-68,400
135
$426K 0.01%
16,000
-16,100
136
$280K 0.01%
7,800
+200
137
$240K 0.01%
27,600
-6,087,300
138
– –
-1,563,500
139
– –
-26,790
140
– –
-1,181,817
141
– –
-739,360
142
– –
-84,690
143
– –
-230,300
144
– –
-1,188,200
145
– –
-451,400
146
– –
-101,750
147
– –
-1,554,600
148
– –
-82,180
149
– –
-72,900
150
– –
-28,890
3 4 5
6
7