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
$3.33B
AUM Growth
-$900M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$101M
3
+$73.8M
4
HSY icon
Hershey
HSY
+$46.8M
5
COST icon
Costco
COST
+$40.7M

Top Sells

1
+$124M
2
+$107M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
CPA icon
Copa Holdings
CPA
+$39.8M

Sector Composition

1 Technology 32.31%
2 Healthcare 18.51%
3 Communication Services 10.88%
4 Consumer Discretionary 9.73%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-54,824
127
– –
-275,771
128
– –
-21,166
129
– –
-148,228
130
– –
-14,233
131
– –
-114,480
2 3 4 5
6