AIM
Artemis Investment Management Portfolio holdings
AUM $6.52B
This Quarter Return
-3.33%
1 Year Return
+17.7%
3 Year Return
+96.59%
5 Year Return
+365.79%
10 Year Return
+748.89%
AUM
$6.52B
AUM Growth
-$495M (-7%)
Cap. Flow
+$27M
Cap. Flow % of AUM
0.41%
Top 10 Holdings %Top 10 Hldgs %
22.32%
Holding
237
New
36
Increased
81
Reduced
72
Closed
43
Top Buys
| 1 | $117M | |
| 2 | $76.5M | |
| 3 | $71.7M | |
| 4 | $68.1M | |
| 5 | $66.7M |
Top Sells
| 1 | $96.6M | |
| 2 | $71.9M | |
| 3 | $71.2M | |
| 4 | $53.8M | |
| 5 | $53.1M |
Sector Composition
| 1 | Financials | 18.35% |
| 2 | Industrials | 16.26% |
| 3 | Consumer Discretionary | 15.67% |
| 4 | Technology | 13.74% |
| 5 | Healthcare | 11.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -34,646 | Closed | -$7.4M | |||
| – | – | -79,738 | Closed | -$31.4M | |||
| – | – | -92,048 | Closed | -$14.3M | |||
| – | – | -317,102 | Closed | -$4.74M | |||
| – | – | -390,757 | Closed | -$38M | |||
| – | – | -68,618 | Closed | -$15.2M | |||
| – | – | -473,564 | Closed | -$10.4M | |||
| – | – | -362,177 | Closed | -$33.6M | |||
| – | – | -20,716 | Closed | -$6.55M | |||
| – | – | -390,128 | Closed | -$53.8M | |||
| – | – | -63,842 | Closed | -$20.9M | |||
| – | – | -11,442 | Closed | -$3.87M |
