AI

Axiom Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 46.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$101M
3
+$52.3M
4
HSY icon
Hershey
HSY
+$48.7M
5
ELV icon
Elevance Health
ELV
+$47.6M

Top Sells

1
+$89.1M
2
+$54.6M
3
+$52.1M
4
COST icon
Costco
COST
+$44.3M
5
BX icon
Blackstone
BX
+$38.4M

Sector Composition

1 Technology 27.29%
2 Healthcare 21.42%
3 Financials 11.75%
4 Consumer Discretionary 10.47%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-104,230
127
– –
-40,130
128
– –
-265,315
2 3 4 5
6