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
$10.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$119M
3
+$115M
4
AMAT icon
Applied Materials
AMAT
+$113M
5
AAPL icon
Apple
AAPL
+$93.6M

Top Sells

1
+$116M
2
+$108M
3
+$78.8M
4
ELV icon
Elevance Health
ELV
+$77.1M
5
BAH icon
Booz Allen Hamilton
BAH
+$75.7M

Sector Composition

1 Financials 21.78%
2 Technology 19.43%
3 Industrials 15.27%
4 Consumer Discretionary 13.21%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.78M 0.05%
+94,494
227
$5.78M 0.05%
2,898,255
-1,301,819
228
$5.29M 0.05%
+21,614
229
$5.19M 0.05%
+43,172
230
$5.1M 0.05%
+81,486
231
$5.07M 0.05%
+345,800
232
$4.88M 0.05%
+169,458
233
$4.8M 0.05%
+69,327
234
$4.61M 0.04%
+38,461
235
$4.51M 0.04%
13,806
-14,170
236
$4.46M 0.04%
238,698
+90,000
237
$4.12M 0.04%
44,727
-109,522
238
$4.01M 0.04%
+148,169
239
$3.66M 0.03%
+58,207
240
$3.47M 0.03%
+156,834
241
$3M 0.03%
136,745
242
$2.47M 0.02%
+4,000
243
$1.44M 0.01%
12,203
-2,707
244
$1.37M 0.01%
14,856
-301,296
245
$1.28M 0.01%
+5,000
246
$758K 0.01%
+10,000
247
– –
-533,817
248
– –
-445,648
249
– –
-867,333
250
– –
-69,929
8 9
10
11 12