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
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-490,707
161
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