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
$5.08B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$113M
3
+$62.7M
4
HSY icon
Hershey
HSY
+$49M
5
ELV icon
Elevance Health
ELV
+$48.1M

Top Sells

1
+$89.1M
2
+$57.9M
3
+$41.4M
4
TSLA icon
Tesla
TSLA
+$35.5M
5
BX icon
Blackstone
BX
+$33M

Sector Composition

1 Technology 27.29%
2 Healthcare 21.42%
3 Financials 11.75%
4 Consumer Discretionary 10.47%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$432M 8.51%
1,802,149
+54,884
2
$282M 5.56%
2,468,502
+986,939
3
$245M 4.82%
728,088
+75,074
4
$220M 4.33%
601,050
+20,736
5
$193M 3.8%
833,368
+211,445
6
$184M 3.61%
2,708,410
+365,550
7
$173M 3.4%
734,102
+1,886
8
$157M 3.09%
295,642
+2,883
9
$152M 2.99%
4,421,370
+1,821,840
10
$145M 2.85%
317,666
-90,736
11
$143M 2.81%
574,760
-233,389
12
$132M 2.59%
155,481
+29,909
13
$123M 2.43%
1,657,050
+218,896
14
$116M 2.29%
+616,600
15
$115M 2.26%
247,240
+30,398
16
$110M 2.17%
3,619,298
-705,590
17
$108M 2.13%
520,339
+17,400
18
$108M 2.12%
277,458
-32,612
19
$98.3M 1.94%
1,114,493
-185,726
20
$86.5M 1.7%
576,630
+161,130
21
$76.8M 1.51%
668,557
-102,371
22
$76.2M 1.5%
586,530
+184
23
$72M 1.42%
701,508
+265,212
24
$68.5M 1.35%
167,806
+37,890
25
$67.4M 1.33%
908,385
-444,785
1
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