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
$3.49B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$63.1M
3
+$39.3M
4
DIS icon
Walt Disney
DIS
+$39.1M
5
LYB icon
LyondellBasell Industries
LYB
+$38.3M

Top Sells

1
+$110M
2
+$73.5M
3
+$38.4M
4
BIIB icon
Biogen
BIIB
+$33.4M
5
MDLZ icon
Mondelez International
MDLZ
+$32.4M

Sector Composition

1 Consumer Discretionary 20.21%
2 Technology 18.36%
3 Healthcare 16.81%
4 Financials 14.15%
5 Communication Services 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.03%
15,599
-11,280
127
$1.03M 0.03%
+13,478
128
$1.03M 0.03%
23,158
-532,624
129
$947K 0.03%
37,524
-96,376
130
$813K 0.02%
30,641
-72,590
131
$745K 0.02%
+5,250
132
– –
-3,259,345
133
– –
-246,500
134
– –
-1,158,098
135
– –
-82,029
136
– –
-945,625
137
– –
-55,600
138
– –
-262,133
139
– –
-34,877
140
– –
-673,800
141
– –
-133,865
142
– –
-111,031
143
– –
-16,800
144
– –
-897,030
145
– –
-25,323
146
– –
-68,005
147
– –
-282,567
148
– –
-41,086
149
– –
-167,457
150
– –
-52,989
3 4 5
6
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