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
$3.49B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$63.1M
3
+$39.3M
4
DIS icon
Walt Disney
DIS
+$39.1M
5
LYB icon
LyondellBasell Industries
LYB
+$38.3M

Top Sells

1
+$110M
2
+$73.5M
3
+$38.4M
4
BIIB icon
Biogen
BIIB
+$33.4M
5
MDLZ icon
Mondelez International
MDLZ
+$32.4M

Sector Composition

1 Consumer Discretionary 20.21%
2 Technology 18.29%
3 Healthcare 16.81%
4 Financials 14.15%
5 Communication Services 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,416
152
– –
-3,259,345
153
– –
-246,500
154
– –
-1,158,098
155
– –
-82,029
156
– –
-945,625
157
– –
-55,600
158
– –
-28,475
159
– –
-28,038
160
– –
-50,495
161
– –
-64,250
162
– –
-105,460
163
– –
-86,812
164
– –
-31,097
165
– –
-37,540
166
– –
-98,200
3 4 5 6
7