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
$3.33B
AUM Growth
-$900M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$101M
3
+$73.8M
4
HSY icon
Hershey
HSY
+$46.8M
5
COST icon
Costco
COST
+$40.7M

Top Sells

1
+$124M
2
+$107M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
CPA icon
Copa Holdings
CPA
+$39.8M

Sector Composition

1 Technology 32.31%
2 Healthcare 18.51%
3 Communication Services 10.88%
4 Consumer Discretionary 9.73%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$258M 7.75%
1,005,423
+3,016
2
$158M 4.75%
1,936,295
-1,511,633
3
$139M 4.18%
620,232
+13,781
4
$123M 3.7%
258,894
-47,477
5
$122M 3.65%
817,190
+496,146
6
$115M 3.46%
452,068
+92,320
7
$114M 3.41%
506,187
-42,861
8
$111M 3.35%
1,023,060
-548,500
9
$104M 3.12%
+320,657
10
$101M 3.02%
+1,522,506
11
$84.8M 2.55%
430,848
+93,516
12
$84.7M 2.54%
176,759
+84,895
13
$84M 2.52%
614,343
+53,295
14
$81.3M 2.44%
765,654
-82,406
15
$80.6M 2.42%
712,693
-58,969
16
$77.8M 2.34%
321,645
+18,702
17
$71.4M 2.14%
194,999
+11,374
18
$70M 2.1%
847,449
+49,215
19
$68.4M 2.05%
2,519,260
-271,524
20
$66.9M 2.01%
169,467
+15,762
21
$56.2M 1.69%
327,132
+18,955
22
$55.5M 1.67%
696,412
+235,916
23
$50.6M 1.52%
2,479,250
+143,730
24
$46.8M 1.4%
+217,500
25
$45M 1.35%
189,455
+11,032
1
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