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
$10.4B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$241M
3
+$201M
4
MS icon
Morgan Stanley
MS
+$200M
5
PGR icon
Progressive
PGR
+$180M

Top Sells

1
+$995M
2
+$506M
3
+$402M
4
META icon
Meta Platforms (Facebook)
META
+$391M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388M

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
151
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152
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154
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155
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-86,600
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-57,255
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-150,700
158
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-31,060
159
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-490,707
160
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-60,101
161
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-46,846
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