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
$3.74B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$54.6M
3
+$47.5M
4
PARA
Paramount Global Class B
PARA
+$44.1M
5
VTRS icon
Viatris
VTRS
+$42M

Top Sells

1
+$104M
2
+$50.2M
3
+$43.5M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$38.9M
5
IBM icon
IBM
IBM
+$36.6M

Sector Composition

1 Communication Services 19.7%
2 Technology 15.75%
3 Financials 15.06%
4 Industrials 13.86%
5 Consumer Discretionary 13.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.03%
123,100
-80,100
127
$1.23M 0.03%
7,070
+1,230
128
$1.22M 0.03%
+11,667
129
$1.16M 0.03%
+39,300
130
$1.15M 0.03%
21,800
-42,100
131
$1.13M 0.03%
36,800
+20,800
132
$1.13M 0.03%
69,700
-49,600
133
$1.13M 0.03%
+33,100
134
$1.11M 0.03%
122,161
-30,360
135
$1.02M 0.03%
18,500
-200
136
$943K 0.03%
+41,250
137
$795K 0.02%
17,450
-6,200
138
$770K 0.02%
2,063
-1,660
139
$716K 0.02%
29,900
-71,200
140
$687K 0.02%
+51,800
141
$666K 0.02%
79,800
-123,800
142
$281K 0.01%
7,800
143
– –
-19,570
144
– –
-2,137,450
145
– –
-510,500
146
– –
-398,899
147
– –
-2,172,614
148
– –
-120,800
149
– –
-526,100
150
– –
-206,878
3 4 5
6
7