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
$3.45B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$60.5M
3
+$41.5M
4
T icon
AT&T
T
+$39.1M
5
SLB icon
SLB Ltd
SLB
+$38.4M

Top Sells

1
+$80.2M
2
+$56.1M
3
+$44.3M
4
STZ icon
Constellation Brands
STZ
+$28.8M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$27.7M

Sector Composition

1 Communication Services 17.49%
2 Financials 16.72%
3 Technology 16.27%
4 Consumer Discretionary 13.95%
5 Healthcare 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.43M 0.04%
59,125
-74,687
127
$1.41M 0.04%
47,549
-115,726
128
$1.41M 0.04%
21,860
+205
129
$1.28M 0.04%
92,608
-170,577
130
$1.24M 0.04%
+44,251
131
$1.17M 0.03%
113,874
-42,489
132
$1.17M 0.03%
39,532
-34,761
133
$1.14M 0.03%
125,374
-50,507
134
$1.03M 0.03%
22,184
-16,857
135
$995K 0.03%
21,761
-20,423
136
$973K 0.03%
29,041
-35,033
137
$926K 0.03%
103,780
-7,320
138
$896K 0.03%
+46,250
139
$891K 0.03%
+74,600
140
$839K 0.02%
68,465
-129,155
141
$812K 0.02%
29,879
-63,723
142
$718K 0.02%
7,100
-100
143
$669K 0.02%
+9,700
144
$556K 0.02%
9,600
145
– –
-64,220
146
– –
-17,374
147
– –
-637,865
148
– –
-834,148
149
– –
-38,100
150
– –
-612,750
3 4 5
6
7