AI

Axiom Investors Portfolio holdings

AUM $12.2B
1-Year Est. Return 46.29%
This Quarter Est. Return
1 Year Est. Return
+46.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$63.6M
3
+$61.4M
4
META icon
Meta Platforms (Facebook)
META
+$54.8M
5
TT icon
Trane Technologies
TT
+$43.6M

Top Sells

1
+$52.9M
2
+$39.1M
3
+$37.8M
4
ROST icon
Ross Stores
ROST
+$34.1M
5
ORCL icon
Oracle
ORCL
+$31.5M

Sector Composition

1 Industrials 17.43%
2 Communication Services 16.19%
3 Technology 15.8%
4 Financials 14.79%
5 Consumer Discretionary 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 3.21%
3,601,400
-202,050
2
$88.8M 2.83%
2,435,200
-10,440
3
$88.1M 2.81%
2,888,138
+344,129
4
$85.1M 2.72%
8,901,000
+4,294,312
5
$78.6M 2.51%
566,720
-17,240
6
$77.2M 2.46%
2,358,522
-210,496
7
$73.1M 2.33%
3,352,198
+14,976
8
$72M 2.3%
+865,800
9
$67.1M 2.14%
12,658,009
+7,994,054
10
$63.6M 2.03%
+1,661,451
11
$63.2M 2.02%
1,699,500
+103,940
12
$61.4M 1.96%
977,100
+204,150
13
$61.4M 1.96%
+1,838,400
14
$60.8M 1.94%
2,688,300
-111,600
15
$58.9M 1.88%
1,213,600
-39,190
16
$54.8M 1.75%
+1,091,900
17
$54.4M 1.74%
3,482,200
+1,929,900
18
$53.9M 1.72%
1,694,750
-216,350
19
$52.8M 1.69%
3,112,900
+556,600
20
$50.2M 1.6%
2,137,450
+8,459
21
$49.1M 1.57%
723,869
+345,051
22
$47.9M 1.53%
437,801
-14,540
23
$47.4M 1.51%
1,107,700
+62,600
24
$46.8M 1.49%
1,466,500
-498,600
25
$45.5M 1.45%
610,360
+185,345
1
2 3 4 5