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
$4.45B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$37.1M
3
+$31.6M
4
ALGN icon
Align Technology
ALGN
+$27.5M
5
MCD icon
McDonald's
MCD
+$24.5M

Top Sells

1
+$33.5M
2
+$33.2M
3
+$30.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.8M
5
TSM icon
TSMC
TSM
+$20.8M

Sector Composition

1 Consumer Discretionary 24.66%
2 Financials 17.95%
3 Technology 17.81%
4 Communication Services 12.65%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.58M 0.04%
103,605
-141,336
127
$1.57M 0.04%
+8,490
128
$1.25M 0.03%
49,752
-14,130
129
$1.03M 0.02%
183,227
+72,573
130
$958K 0.02%
20,920
-730,760
131
$715K 0.02%
+108,540
132
$627K 0.01%
16,691
-19,733
133
$588K 0.01%
18,800
134
$561K 0.01%
+89,093
135
$456K 0.01%
9,980
-56,653
136
$264K 0.01%
5,030
-95,660
137
$243K 0.01%
4,800
138
$209K ﹤0.01%
+20,803
139
$202K ﹤0.01%
+2,783
140
– –
-151,912
141
– –
-457,351
142
– –
-72,985
143
– –
-703,470
144
– –
-36,700
145
– –
-51,150
146
– –
-215,110
147
– –
-70,360
148
– –
-58,908
149
– –
-69,058
150
– –
-6,550
3 4 5
6
7