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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.34M 0.06%
211,443
-459,428
227
$5.25M 0.06%
252,000
228
$5.21M 0.06%
+61,000
229
$5.11M 0.06%
140,196
-145,896
230
$5.01M 0.06%
168,000
-150,000
231
$4.99M 0.06%
+97,500
232
$4.88M 0.06%
+350,000
233
$4.84M 0.06%
+105,000
234
$4.8M 0.06%
97,994
+4,569
235
$4.33M 0.05%
+135,036
236
$4.31M 0.05%
198,633
-254,487
237
$4.14M 0.05%
21,049
-11,755
238
$3.8M 0.04%
+54,480
239
$3.77M 0.04%
18,447
-39,911
240
$3.67M 0.04%
18,000
-8,000
241
$3.47M 0.04%
32,304
-61,424
242
$3.42M 0.04%
76,136
-280,602
243
$3.32M 0.04%
145,000
-192,500
244
$3.3M 0.04%
26,619
-2,226
245
$3.14M 0.04%
+27,166
246
$3.04M 0.04%
2,772
-734
247
$2.87M 0.03%
82,204
-87,849
248
$2.73M 0.03%
+39,933
249
$2.51M 0.03%
60,000
-134,100
250
$2.41M 0.03%
31,518
-5,452
8 9
10
11 12