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
$3.49B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$63.1M
3
+$39.3M
4
DIS icon
Walt Disney
DIS
+$39.1M
5
LYB icon
LyondellBasell Industries
LYB
+$38.3M

Top Sells

1
+$110M
2
+$73.5M
3
+$38.4M
4
BIIB icon
Biogen
BIIB
+$33.4M
5
MDLZ icon
Mondelez International
MDLZ
+$32.4M

Sector Composition

1 Consumer Discretionary 20.21%
2 Technology 18.29%
3 Healthcare 16.81%
4 Financials 14.15%
5 Communication Services 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$132M 3.8%
5,830,721
-4,859,608
2
$130M 3.73%
1,514,798
-71,920
3
$114M 3.26%
656,278
-6,741
4
$108M 3.11%
1,772,695
-92,554
5
$105M 3%
1,560,055
+250,453
6
$97.3M 2.79%
+1,223,360
7
$95.9M 2.75%
1,441,300
-26,049
8
$95M 2.72%
10,025,137
-1,186,716
9
$92.1M 2.64%
1,746,804
+5,955
10
$88.7M 2.54%
2,827,664
-620,860
11
$88.2M 2.53%
1,491,593
-55,345
12
$87.8M 2.52%
1,067,397
+766,777
13
$79.1M 2.27%
1,601,735
+66,805
14
$74.3M 2.13%
680,170
+30,546
15
$72.1M 2.07%
758,795
+35,477
16
$67.5M 1.94%
744,100
-423,637
17
$66.1M 1.89%
754,540
+220,630
18
$61.5M 1.76%
53,406
+5,131
19
$58.3M 1.67%
292,793
-89,537
20
$56.7M 1.63%
488,790
-61,728
21
$56.5M 1.62%
456,880
-45,456
22
$55.2M 1.58%
6,512,430
+729,495
23
$54.9M 1.57%
616,190
+185,406
24
$54.4M 1.56%
285,000
+23,072
25
$52.8M 1.51%
777,600
-365,749
1
2 3 4 5