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
$3.17B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$49M
3
+$44.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.3M
5
UHS icon
Universal Health Services
UHS
+$31.7M

Top Sells

1
+$58.3M
2
+$52.8M
3
+$48.8M
4
ST icon
Sensata Technologies
ST
+$37.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$36.6M

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.72%
3 Healthcare 17.84%
4 Communication Services 13.49%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$455K 0.01%
31,000
-72,500
127
$436K 0.01%
14,285
-20,156
128
$430K 0.01%
6,649
-8,950
129
$399K 0.01%
21,630
-38,250
130
$313K 0.01%
6,706
-39,780
131
– –
-296,000
132
– –
-292,793
133
– –
-1,134
134
– –
-38,280
135
– –
-79,700
136
– –
-89,500
137
– –
-84,838
138
– –
-13,478
139
– –
-25,977
140
– –
-2,724,170
141
– –
-777,600
142
– –
-38,340
143
– –
-57,214
144
– –
-104,199
145
– –
-33,526
146
– –
-5,250
147
– –
-154,900
148
– –
-30,641
149
– –
-4,821
2 3 4 5
6