AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$271M
3
+$195M
4
JPM icon
JPMorgan Chase
JPM
+$194M
5
MS icon
Morgan Stanley
MS
+$181M

Top Sells

1
+$851M
2
+$465M
3
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$350M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$331M

Sector Composition

1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$751M 7.2%
1,302,311
-606,643
2
$645M 6.19%
6,911,480
-2,037,610
3
$600M 5.76%
3,151,682
-1,854,538
4
$480M 4.61%
4,759,258
+1,006,828
5
$466M 4.47%
1,241,365
-1,239,964
6
$422M 4.05%
1,719,115
+788,831
7
$396M 3.8%
719,682
+492,504
8
$363M 3.48%
3,111,979
+1,555,015
9
$340M 3.27%
1,532,821
-191,001
10
$307M 2.94%
875,340
+38,922
11
$306M 2.94%
2,824,043
-7,848,034
12
$288M 2.77%
1,942,575
-28,975
13
$284M 2.73%
300,641
-45,175
14
$277M 2.66%
+2,094,150
15
$270M 2.59%
781,227
+201,900
16
$253M 2.43%
8,033,218
+539,038
17
$233M 2.24%
1,670,077
-314,815
18
$218M 2.09%
1,058,843
+147,851
19
$216M 2.07%
271,502
-127,092
20
$196M 1.88%
1,269,707
-2,139,862
21
$195M 1.87%
+687,456
22
$179M 1.72%
1,077,954
-1,331,171
23
$167M 1.61%
2,248,924
+1,814,811
24
$147M 1.41%
2,917,777
-163,678
25
$136M 1.31%
69,819
-14,113
1
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