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
$3.17B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$49M
3
+$44.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.3M
5
UHS icon
Universal Health Services
UHS
+$31.7M

Top Sells

1
+$58.3M
2
+$52.8M
3
+$48.8M
4
ST icon
Sensata Technologies
ST
+$37.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$36.6M

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.69%
3 Healthcare 17.84%
4 Communication Services 13.53%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$169M 5.35%
1,885,115
+370,317
2
$135M 4.26%
4,224,840
+2,360,620
3
$124M 3.91%
5,977,130
+146,409
4
$115M 3.64%
1,844,465
+71,770
5
$113M 3.57%
1,624,542
+64,487
6
$109M 3.45%
1,935,207
+443,614
7
$109M 3.44%
1,373,512
+150,152
8
$84M 2.65%
1,418,705
-22,595
9
$77.9M 2.46%
1,567,528
-34,207
10
$72M 2.27%
9,447,129
-578,008
11
$69.7M 2.2%
707,710
-51,085
12
$67.9M 2.14%
54,905
+1,499
13
$67.5M 2.13%
756,175
+139,985
14
$66.1M 2.08%
448,629
-207,649
15
$65.8M 2.08%
738,160
+78,010
16
$61.9M 1.95%
2,244,740
-582,924
17
$60.2M 1.9%
480,739
-8,051
18
$56.7M 1.79%
577,306
+241,306
19
$56.6M 1.79%
731,662
-12,438
20
$55.1M 1.74%
303,245
+18,245
21
$54.7M 1.73%
2,136,660
+775,860
22
$54.5M 1.72%
1,098,459
+153,659
23
$54M 1.7%
741,912
-12,628
24
$52.8M 1.67%
295,960
+120,820
25
$52.3M 1.65%
754,980
+113,150
1
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