AIM

Artemis Investment Management Portfolio holdings

AUM $8.04B
1-Year Est. Return 47.09%
This Quarter Est. Return
1 Year Est. Return
+47.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.34M 0.04%
68,445
-115,293
227
$3.3M 0.04%
485,508
-2,265,536
228
$3.2M 0.04%
80,000
-70,000
229
$3.13M 0.04%
229,770
-702,570
230
$2.52M 0.03%
23,130
-2,320
231
$2.48M 0.03%
+153,132
232
$2.4M 0.03%
81,200
-16,696
233
$2.19M 0.03%
80,000
-50,000
234
$1.84M 0.02%
26,971
+3,460
235
$1.54M 0.02%
10,112
236
$1.46M 0.02%
30,515
237
$1.43M 0.02%
+800,000
238
$1.36M 0.02%
142,598
+23,600
239
$1.3M 0.02%
45,086
+8,318
240
$1.23M 0.02%
104,440
-41,667
241
$1.16M 0.02%
19,536
+4,869
242
$1.06M 0.01%
4,792
-3,540
243
$1.04M 0.01%
47,940
+12,819
244
$998K 0.01%
24,831
-5,067
245
$965K 0.01%
34,572
-11,420
246
$963K 0.01%
26,623
-945,084
247
$847K 0.01%
479,833
248
$847K 0.01%
6,436
-35,164
249
$727K 0.01%
29,594
-3,258
250
$661K 0.01%
119,597
8 9
10
11 12