AI
Axiom Investors Portfolio holdings
AUM
$12.2B
1-Year Return
46.29%
This Quarter Return
+25.1%
1 Year Return
+46.29%
3 Year Return
+241.2%
5 Year Return
+424.98%
10 Year Return
+1,700.99%
AUM
$12.2B
AUM Growth
+$1.77B
(+17%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
58.05%
Holding
156
New
20
Increased
53
Reduced
64
Closed
18
Top Buys
| 1 |
Microsoft
MSFT
|
+$570M |
| 2 |
NVIDIA
NVDA
|
+$528M |
| 3 |
Philip Morris
PM
|
+$279M |
| 4 |
Amazon
AMZN
|
+$216M |
| 5 |
GE Vernova
GEV
|
+$166M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$195M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
+$187M |
| 3 |
Blackstone
BX
|
+$173M |
| 4 |
Boston Scientific
BSX
|
+$155M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$127M |
Sector Composition
| 1 | Technology | 27.91% |
| 2 | Communication Services | 21.21% |
| 3 | Financials | 17.4% |
| 4 | Consumer Discretionary | 13.66% |
| 5 | Industrials | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Teva Pharmaceuticals
TEVA
$22.8B
| – | – |
-2,173,807
| Closed | -$33.4M |
|
152
United Therapeutics
UTHR
$18.3B
| – | – |
-1,621
| Closed | -$500K |
|
153
Vertiv
VRT
$51.8B
| – | – |
-423,828
| Closed | -$30.6M |
|
154
YPF
YPF
$11.1B
| – | – |
-54,860
| Closed | -$1.92M |
|
155
BBB Foods
TBBB
$3.08B
| – | – |
-503,627
| Closed | -$13.4M |
|
|
PRMB
156
Primo Brands Corporation
PRMB
$9.08B
| – | – |
-3,242,619
| Closed | -$115M |
|