AI
Axiom Investors Portfolio holdings
AUM
$12.2B
1-Year Return
46.29%
This Quarter Return
-2.3%
1 Year Return
+46.29%
3 Year Return
+241.2%
5 Year Return
+424.98%
10 Year Return
+1,700.99%
AUM
$4.77B
AUM Growth
+$1.44B
(+43%)
Cap. Flow
+$1.63B
Cap. Flow
% of AUM
34.24%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
129
New
14
Increased
74
Reduced
29
Closed
11
Top Buys
| 1 |
Microsoft
MSFT
|
$173M |
| 2 |
UnitedHealth
UNH
|
$126M |
| 3 |
Costco
COST
|
$109M |
| 4 |
Gartner
IT
|
$91.7M |
| 5 |
Hershey
HSY
|
$89.2M |
Top Sells
| 1 |
Nutrien
NTR
|
$35.3M |
| 2 |
TSMC
TSM
|
$34.2M |
| 3 |
America Movil
AMX
|
$17.9M |
| 4 |
Live Nation Entertainment
LYV
|
$8.87M |
| 5 |
Advanced Micro Devices
AMD
|
$8.17M |
Sector Composition
| 1 | Technology | 27.68% |
| 2 | Healthcare | 19.64% |
| 3 | Financials | 11.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Consumer Staples | 11.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schlumberger
SLB
$53.4B
| – | – |
-122,500
| Closed | -$4.38M |
|
127
Zurn Elkay Water Solutions
ZWS
$7.71B
| – | – |
-54,565
| Closed | -$1.49M |
|
|
JBTM
128
JBT Marel Corporation
JBTM
$7.35B
| – | – |
-15,515
| Closed | -$1.71M |
|
|
TWNK
129
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| – | – |
-61,425
| Closed | -$1.3M |
|