AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$271M
3
+$195M
4
JPM icon
JPMorgan Chase
JPM
+$194M
5
MS icon
Morgan Stanley
MS
+$181M

Top Sells

1
+$851M
2
+$465M
3
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$350M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$331M

Sector Composition

1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.01%
+42,671
127
$1.46M 0.01%
2,600
+1,100
128
$1.08M 0.01%
+18,484
129
$755K 0.01%
15,900
-115,500
130
$718K 0.01%
5,870
+1,969
131
$641K 0.01%
52,204
-1,020
132
$578K 0.01%
+6,004
133
$500K ﹤0.01%
1,621
-8,419
134
$480K ﹤0.01%
8,880
+2,760
135
$374K ﹤0.01%
+4,160
136
$185K ﹤0.01%
319
137
– –
-46,846
138
– –
-91,001
139
– –
-84,813
140
– –
-157,440
141
– –
-47,989
142
– –
-14,150
143
– –
-190,089
144
– –
-16,239
145
– –
-122,787
146
– –
-8,009
147
– –
-32,214
148
– –
-257,300
149
– –
-80,119
150
– –
-308,438
3 4 5
6
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