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
$7.44B
AUM Growth
+$7.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$113M
3
+$87.4M
4
FIS icon
Fidelity National Information Services
FIS
+$63.7M
5
SPGI icon
S&P Global
SPGI
+$62.4M

Top Sells

1
+$108M
2
+$95.1M
3
+$73.1M
4
PG icon
Procter & Gamble
PG
+$62.6M
5
GM icon
General Motors
GM
+$61.5M

Sector Composition

1 Technology 22.98%
2 Healthcare 15.1%
3 Financials 15%
4 Consumer Discretionary 12.6%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.46M 0.05%
+300,000
227
$3.39M 0.05%
150,000
-1,198,117
228
$3.31M 0.04%
+40,469
229
$3.28M 0.04%
+89,067
230
$3.23M 0.04%
+364,385
231
$3.21M 0.04%
+64,184
232
$2.97M 0.04%
48,958
-149,600
233
$2.89M 0.04%
82,349
-791,260
234
$2.67M 0.04%
44,954
-24,756
235
$2.59M 0.03%
+80,538
236
$2.5M 0.03%
76,789
-310,270
237
$1.65M 0.02%
+38,700
238
$1.22M 0.02%
8,571
-82,542
239
$716K 0.01%
8,378
-68,938
240
$628K 0.01%
64,998
-37,000
241
$618K 0.01%
+50,000
242
$552K 0.01%
+28,560
243
$536K 0.01%
+21,069
244
– –
-86,194
245
– –
-247,580
246
– –
-67,193
247
– –
-31,821
248
– –
-538,567
249
– –
-29,983
250
– –
-385,513
8 9
10
11 12