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
$3.74B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$54.6M
3
+$47.5M
4
PARA
Paramount Global Class B
PARA
+$44.1M
5
VTRS icon
Viatris
VTRS
+$42M

Top Sells

1
+$104M
2
+$50.2M
3
+$43.5M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$38.9M
5
IBM icon
IBM
IBM
+$36.6M

Sector Composition

1 Communication Services 19.7%
2 Technology 15.75%
3 Financials 15.06%
4 Industrials 13.86%
5 Consumer Discretionary 13.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 2.9%
10,739,185
+1,838,185
2
$106M 2.84%
3,515,000
-86,400
3
$104M 2.79%
1,283,110
+672,750
4
$103M 2.76%
644,732
+78,012
5
$99.3M 2.66%
1,210,774
+344,974
6
$97.4M 2.61%
2,857,137
-31,001
7
$91.7M 2.45%
3,285,710
-66,488
8
$90.3M 2.41%
1,965,912
+266,412
9
$82.7M 2.21%
2,252,964
-105,558
10
$78.7M 2.1%
1,439,450
+347,550
11
$75.5M 2.02%
1,925,700
+230,950
12
$75.3M 2.01%
+1,841,600
13
$70M 1.87%
932,350
-44,750
14
$69.6M 1.86%
510,280
+210,950
15
$69.5M 1.86%
1,334,570
+120,970
16
$66.5M 1.78%
3,812,400
+699,500
17
$65.4M 1.75%
2,116,044
+350,638
18
$64.8M 1.73%
2,401,300
-287,000
19
$64.8M 1.73%
1,670,201
+8,750
20
$63.5M 1.7%
805,450
+131,450
21
$63.4M 1.7%
1,833,270
-5,130
22
$58.1M 1.55%
1,217,100
+109,400
23
$58M 1.55%
1,593,100
+126,600
24
$50M 1.34%
898,440
+235,360
25
$49.9M 1.33%
394,200
-13,140
1
2 3 4 5