Asset Manager
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Atom Investors LP
Market Value
$1.3B
+11.1%
Holdings
853
+22
New Purchases
319
Added To
157
Closed
236
Reduced
134
Top 10 Concentration
10.3%
Turnover
65.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EQIX | 0.87% | 0.00% | +0.87% | $12M |
| RS | 0.66% | 0.00% | +0.66% | $9M |
| AVGO | 0.86% | 0.21% | +0.65% | $12M |
| WEX | 0.65% | 0.00% | +0.65% | $9M |
| CDE | 0.57% | 0.00% | +0.57% | $8M |
| BMY | 0.56% | 0.00% | +0.56% | $8M |
| HBAN | 0.56% | 0.00% | +0.56% | $7M |
| CVX | 0.55% | 0.00% | +0.55% | $7M |
| PKI | 0.54% | 0.00% | +0.54% | $7M |
| CNP | 0.53% | 0.00% | +0.53% | $7M |
| NRG | 0.51% | 0.00% | +0.51% | $7M |
| LMT | 0.50% | 0.00% | +0.50% | $7M |
| UTHR | 0.50% | 0.00% | +0.50% | $7M |
| PTEN | 0.49% | 0.00% | +0.49% | $7M |
| BURL | 0.52% | 0.02% | +0.49% | $7M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CRM | 0.00% | 1.16% | -1.16% | $0 |
| SITE | 0.20% | 1.30% | -1.10% | $3M |
| XLU | 0.00% | 0.94% | -0.94% | $0 |
| XLP | 0.00% | 0.92% | -0.92% | $0 |
| USMV | 0.00% | 0.92% | -0.92% | $0 |
| XLV | 0.00% | 0.92% | -0.92% | $0 |
| ATRO | 0.00% | 0.85% | -0.85% | $0 |
| FFIV | 0.00% | 0.84% | -0.84% | $0 |
| XLRE | 0.00% | 0.84% | -0.84% | $0 |
| SHW | 0.00% | 0.81% | -0.81% | $0 |
| APO | 0.47% | 1.22% | -0.74% | $6M |
| GLNG | 0.13% | 0.87% | -0.74% | $2M |
| LBRT | 0.05% | 0.78% | -0.73% | $658K |
| CWST | 0.31% | 0.99% | -0.68% | $4M |
| DVA | 0.00% | 0.67% | -0.67% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 39 | $142M | 10.6% |
| Large Cap | 315 | $559M | 41.6% |
| Mid Cap | 252 | $454M | 33.7% |
| Small Cap | 209 | $181M | 13.5% |
| Micro Cap | 38 | $9M | 0.6% |
Portfolio Analytics
Avg Market Cap
$65.5B
Median Market Cap
$6.2B
Avg P/E
32.3
Median P/E
22.1
Avg Dividend Yield
0.02%
Avg Beta
1.12
# Stocks
834
# ETFs / Funds
19
Top Holdings (853 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 2.98% | 67,041 | $40M | $597.55 | -$2M | — | — | |
| 2 | TECH | 1.24% | 319,316 | $17M | $52.26 | -$4M | -32,357 | -9.2% | |
| 3 | EQIX | 0.87% | 11,954 | $12M | $980.24 | — | +11,954 | — | NEW |
| 4 | AVGO | 0.86% | 37,170 | $12M | $309.51 | $9M | +29,993 | +417.9% | |
| 5 | SMG | 0.78% | 173,347 | $11M | $60.81 | $4M | +59,358 | +52.1% | |
| 6 | AMZN | 0.76% | 49,094 | $10M | $208.27 | $7M | +33,990 | +225.0% | |
| 7 | NVDA | 0.74% | 57,355 | $10M | $174.40 | $4M | +25,922 | +82.5% | |
| 8 | LKQ | 0.73% | 335,096 | $10M | $29.37 | $4M | +134,133 | +66.8% | |
| 9 | CSL | 0.69% | 27,688 | $9M | $333.62 | $3M | +7,205 | +35.2% | |
| 10 | DNTH | 0.67% | 107,753 | $9M | $83.92 | $2M | -74,107 | -40.8% | |
| 11 | AEE | 0.66% | 80,850 | $9M | $109.92 | $6M | +56,053 | +226.1% | |
| 12 | RS | 0.66% | 29,194 | $9M | $303.92 | — | +29,194 | — | NEW |
| 13 | WEX | 0.65% | 56,949 | $9M | $153.04 | — | +56,949 | — | NEW |
| 14 | CELC | 0.65% | 76,321 | $9M | $114.14 | $175K | -9,262 | -10.8% | |
| 15 | HRB | 0.65% | 273,466 | $9M | $31.74 | $1M | +101,928 | +59.4% | |
| 16 | LNT | 0.63% | 118,393 | $8M | $71.76 | $3M | +33,396 | +39.3% | |
| 17 | ALK | 0.63% | 229,238 | $8M | $36.78 | $6M | +182,791 | +393.6% | |
| 18 | BLDR | 0.62% | 102,063 | $8M | $82.33 | $3M | +50,902 | +99.5% | |
| 19 | WHD | 0.58% | 163,868 | $8M | $47.37 | $3M | +56,977 | +53.3% | |
| 20 | REZI | 0.58% | 229,613 | $8M | $33.71 | $3M | +94,056 | +69.4% | |
| 21 | CDE | 0.57% | 408,502 | $8M | $18.77 | — | +408,502 | — | NEW |
| 22 | BMY | 0.56% | 124,525 | $8M | $60.65 | — | +124,525 | — | NEW |
| 23 | HBAN | 0.56% | 478,485 | $7M | $15.65 | — | +478,485 | — | NEW |
| 24 | PCG | 0.55% | 419,914 | $7M | $17.57 | $3M | +127,997 | +43.9% | |
| 25 | CVX | 0.55% | 35,518 | $7M | $206.90 | — | +35,518 | — | NEW |
| 26 | STZ | 0.54% | 48,750 | $7M | $150.00 | $2M | +12,710 | +35.3% | |
| 27 | PFGC | 0.54% | 85,229 | $7M | $85.66 | $2M | +23,373 | +37.8% | |
| 28 | PKI | 0.54% | 83,292 | $7M | $87.61 | — | +83,292 | — | NEW |
| 29 | KOD | 0.54% | 190,773 | $7M | $38.12 | $1M | -16,722 | -8.1% | |
| 30 | WTTR | 0.53% | 464,300 | $7M | $15.30 | $5M | +239,151 | +106.2% | |
| 31 | CNP | 0.53% | 164,040 | $7M | $43.16 | — | +164,040 | — | NEW |
| 32 | BURL | 0.52% | 21,359 | $7M | $325.38 | $7M | +20,331 | +1977.7% | |
| 33 | FND | 0.52% | 136,430 | $7M | $50.80 | $2M | +47,492 | +53.4% | |
| 34 | NRG | 0.51% | 46,915 | $7M | $146.14 | — | +46,915 | — | NEW |
| 35 | PPL | 0.50% | 177,082 | $7M | $38.20 | $4M | +84,175 | +90.6% | |
| 36 | LMT | 0.50% | 11,106 | $7M | $604.39 | — | +11,106 | — | NEW |
| 37 | IMNM | 0.50% | 306,880 | $7M | $21.87 | $3M | +131,113 | +74.6% | |
| 38 | UTHR | 0.50% | 11,261 | $7M | $592.98 | — | +11,261 | — | NEW |
| 39 | PTEN | 0.49% | 614,212 | $7M | $10.83 | — | +614,212 | — | NEW |
| 40 | AMAT | 0.49% | 19,252 | $7M | $341.79 | $5M | +12,315 | +177.5% | |
| 41 | BCO | 0.48% | 62,498 | $6M | $103.63 | $2M | +22,682 | +57.0% | |
| 42 | WWW | 0.48% | 392,739 | $6M | $16.32 | $5M | +292,896 | +293.4% | |
| 43 | NU | 0.47% | 444,183 | $6M | $14.37 | $2M | +187,160 | +72.8% | |
| 44 | APO | 0.47% | 57,193 | $6M | $111.42 | -$8M | -44,660 | -43.9% | |
| 45 | WFC | 0.47% | 79,579 | $6M | $79.61 | $6M | +71,678 | +907.2% | |
| 46 | CSX | 0.47% | 154,032 | $6M | $41.05 | -$3M | -103,802 | -40.3% | |
| 47 | CNTA | 0.47% | 158,509 | $6M | $39.72 | $6M | +140,162 | +764.0% | |
| 48 | PATK | 0.45% | 54,933 | $6M | $111.07 | -$1M | -12,132 | -18.1% | |
| 49 | SPGI | 0.45% | 14,342 | $6M | $425.34 | $5M | +12,342 | +617.1% | |
| 50 | WMB | 0.45% | 83,733 | $6M | $72.78 | $4M | +42,121 | +101.2% | |
| 51 | MBUU | 0.45% | 231,849 | $6M | $25.92 | $761K | +45,798 | +24.6% | |
| 52 | BC | 0.44% | 81,955 | $6M | $72.76 | -$3M | -35,748 | -30.4% | |
| 53 | SM | 0.44% | 189,130 | $6M | $31.18 | — | +189,130 | — | NEW |
| 54 | HUBS | 0.44% | 24,085 | $6M | $244.10 | $4M | +18,983 | +372.1% | |
| 55 | VSH | 0.43% | 323,090 | $6M | $18.00 | — | +323,090 | — | NEW |
| 56 | TALO | 0.43% | 366,188 | $6M | $15.76 | $2M | +2,189 | +0.6% | |
| 57 | PRA | 0.42% | 230,051 | $6M | $24.72 | — | +230,051 | — | NEW |
| 58 | GXO | 0.42% | 109,181 | $6M | $51.85 | $5M | +96,647 | +771.1% | |
| 59 | ESI | 0.42% | 165,308 | $6M | $34.14 | $739K | -30,943 | -15.8% | |
| 60 | IWM | 0.42% | 22,645 | $6M | $248.00 | — | +22,645 | — | NEW |
| 61 | MDLZ | 0.42% | 97,145 | $6M | $57.64 | $5M | +85,604 | +741.7% | |
| 62 | GM | 0.42% | 75,155 | $6M | $74.50 | $5M | +71,995 | +2278.3% | |
| 63 | THR | 0.42% | 111,077 | $6M | $50.40 | $587K | -23,772 | -17.6% | |
| 64 | ERAS | 0.42% | 345,587 | $6M | $16.18 | — | +345,587 | — | NEW |
| 65 | ARW | 0.40% | 37,627 | $5M | $143.41 | — | +37,627 | — | NEW |
| 66 | MTH | 0.40% | 86,496 | $5M | $61.84 | -$907K | -8,577 | -9.0% | |
| 67 | COMM | 0.40% | 293,321 | $5M | $18.20 | — | +293,321 | — | NEW |
| 68 | NSIT | 0.39% | 78,849 | $5M | $67.01 | — | +78,849 | — | NEW |
| 69 | BX | 0.39% | 45,877 | $5M | $114.99 | — | +45,877 | — | NEW |
| 70 | PH | 0.39% | 5,887 | $5M | $895.24 | $4M | +4,406 | +297.5% | |
| 71 | AKAM | 0.39% | 45,496 | $5M | $114.85 | — | +45,496 | — | NEW |
| 72 | HON | 0.39% | 23,025 | $5M | $226.03 | $5M | +19,608 | +573.8% | |
| 73 | FN | 0.39% | 9,976 | $5M | $521.52 | — | +9,976 | — | NEW |
| 74 | FOX | 0.37% | 93,390 | $5M | $53.10 | — | +93,390 | — | NEW |
| 75 | RYTM | 0.37% | 57,000 | $5M | $86.97 | $3M | +34,071 | +148.6% | |
| 76 | ETR | 0.37% | 44,085 | $5M | $112.36 | $350K | -5,721 | -11.5% | |
| 77 | KALV | 0.37% | 245,993 | $5M | $20.13 | $493K | -30,120 | -10.9% | |
| 78 | PFE | 0.37% | 176,255 | $5M | $28.08 | $784K | +8,984 | +5.4% | |
| 79 | RPM | 0.37% | 49,677 | $5M | $99.40 | — | +49,677 | — | NEW |
| 80 | AEIS | 0.36% | 15,192 | $5M | $322.71 | -$4M | -26,180 | -63.3% | |
| 81 | KMB | 0.36% | 50,699 | $5M | $96.47 | $2M | +20,425 | +67.5% | |
| 82 | NXT | 0.35% | 39,501 | $5M | $120.55 | — | +39,501 | — | NEW |
| 83 | SKY | 0.35% | 63,682 | $5M | $74.37 | $1M | +23,872 | +60.0% | |
| 84 | AIT | 0.35% | 17,762 | $5M | $265.32 | — | +17,762 | — | NEW |
| 85 | RHLD | 0.35% | 28,981 | $5M | $162.30 | -$5M | -18,269 | -38.7% | |
| 86 | BCC | 0.34% | 60,992 | $5M | $75.85 | $4M | +56,976 | +1418.7% | |
| 87 | FRT | 0.34% | 42,930 | $5M | $106.21 | — | +42,930 | — | NEW |
| 88 | BIIB | 0.34% | 24,749 | $5M | $183.33 | $715K | +3,029 | +13.9% | |
| 89 | CI | 0.34% | 17,008 | $5M | $266.75 | $287K | +1,565 | +10.1% | |
| 90 | GOOG | 0.33% | 15,319 | $4M | $286.86 | -$370K | +136 | +0.9% | |
| 91 | NTST | 0.32% | 231,443 | $4M | $18.83 | $3M | +128,862 | +125.6% | |
| 92 | OWL | 0.32% | 475,061 | $4M | $9.13 | -$2M | +27,789 | +6.2% | |
| 93 | KMI | 0.32% | 126,875 | $4M | $33.53 | — | +126,875 | — | NEW |
| 94 | CWST | 0.31% | 52,359 | $4M | $79.34 | -$8M | -70,316 | -57.3% | |
| 95 | DPZ | 0.31% | 11,566 | $4M | $358.79 | $177K | +2,036 | +21.4% | |
| 96 | MSFT | 0.31% | 11,167 | $4M | $370.17 | -$580K | +1,420 | +14.6% | |
| 97 | UCTT | 0.31% | 66,453 | $4M | $62.18 | — | +66,453 | — | NEW |
| 98 | SARO | 0.31% | 159,890 | $4M | $25.83 | — | +159,890 | — | NEW |
| 99 | META | 0.30% | 7,161 | $4M | $572.13 | — | +7,161 | — | NEW |
| 100 | MTZ | 0.30% | 12,713 | $4M | $321.74 | $2M | +3,899 | +44.2% |