AI

Axiom Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 46.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$66.8M
3
+$51.3M
4
WHR icon
Whirlpool
WHR
+$42.1M
5
BHC icon
Bausch Health
BHC
+$40.8M

Top Sells

1
+$83.6M
2
+$82.1M
3
+$76.5M
4
CX icon
Cemex
CX
+$64.9M
5
MON
Monsanto Co
MON
+$58.7M

Sector Composition

1 Technology 21.3%
2 Consumer Discretionary 18.12%
3 Healthcare 17.21%
4 Financials 13.96%
5 Communication Services 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.03%
98,200
+22,100
127
$1.12M 0.03%
86,812
-548
128
$1.11M 0.03%
36,352
-56,913
129
$1.08M 0.03%
71,500
+46,100
130
$1.07M 0.03%
21,656
-9,274
131
$971K 0.03%
+9,260
132
$962K 0.03%
+29,530
133
$916K 0.02%
16,800
-23,600
134
$742K 0.02%
14,782
135
$634K 0.02%
64,250
-400
136
– –
-13,143
137
– –
-589,550
138
– –
-29,406
139
– –
-1,332,800
140
– –
-35,633
141
– –
-2,266,980
142
– –
-45,460
143
– –
-67,880
144
– –
-2,624,784
145
– –
-2,616,413
146
– –
-110,300
147
– –
-31,104
148
– –
-7,555
149
– –
-34,790
150
– –
-646,100
4 5
6
7 8