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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.13M 0.05%
411,514
+4,860
227
$4.93M 0.05%
+51,637
228
$4.69M 0.05%
+45,206
229
$4.63M 0.05%
+99,380
230
$4.62M 0.05%
22,156
-472
231
$4.22M 0.04%
+336
232
$4.17M 0.04%
75,134
-26,503
233
$4.09M 0.04%
+34,768
234
$4M 0.04%
34,738
-17,782
235
$3.92M 0.04%
+136,745
236
$3.48M 0.04%
+1,163,144
237
$3.37M 0.04%
168,137
-226,097
238
$3.24M 0.03%
+18,518
239
$2.52M 0.03%
148,698
-30,300
240
$2.1M 0.02%
34,983
-449,374
241
$1.86M 0.02%
186,769
+7,934
242
$1.79M 0.02%
+16,533
243
$1.71M 0.02%
11,292
-76,886
244
$1.63M 0.02%
14,910
+989
245
$1.1M 0.01%
+15,126
246
– –
-331,137
247
– –
-180,180
248
– –
-47,775
249
– –
-12,794
250
– –
-64,298
8 9
10
11 12