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
$4.45B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$37.1M
3
+$31.6M
4
ALGN icon
Align Technology
ALGN
+$27.5M
5
MCD icon
McDonald's
MCD
+$24.5M

Top Sells

1
+$33.5M
2
+$33.2M
3
+$30.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.8M
5
TSM icon
TSMC
TSM
+$20.8M

Sector Composition

1 Consumer Discretionary 24.66%
2 Financials 17.95%
3 Technology 17.81%
4 Communication Services 12.65%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$453M 10.17%
2,622,902
+182,989
2
$296M 6.65%
7,880,137
-554,643
3
$196M 4.4%
28,597,804
-795,493
4
$189M 4.25%
1,106,973
-127,319
5
$157M 3.53%
3,230,540
-682,840
6
$135M 3.04%
5,582,410
+91,230
7
$119M 2.68%
1,132,308
-100,360
8
$107M 2.41%
2,034,369
+42,640
9
$95.1M 2.14%
2,488,630
+355,087
10
$91.1M 2.05%
10,642,130
+630,346
11
$91.1M 2.05%
1,636,150
+8,590
12
$87M 1.95%
583,480
-12,913
13
$79.5M 1.78%
7,915,970
+89,940
14
$72.5M 1.63%
353,577
-3,316
15
$66.8M 1.5%
2,248,024
+514,800
16
$65.4M 1.47%
877,740
-119,468
17
$65.3M 1.47%
898,120
-68,429
18
$64.3M 1.44%
664,967
-85,548
19
$64.3M 1.44%
1,337,940
-110,040
20
$63.7M 1.43%
1,933,789
+163,004
21
$63.2M 1.42%
1,641,220
-3,676
22
$62.7M 1.41%
1,923,467
-32,012
23
$62.7M 1.41%
3,428,920
-375,424
24
$61.3M 1.38%
644,700
-47,734
25
$60.7M 1.36%
1,848,500
-93,170
1
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