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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$198M
3
+$160M
4
AAPL icon
Apple
AAPL
+$120M
5
JPM icon
JPMorgan Chase
JPM
+$118M

Top Sells

1
+$195M
2
+$101M
3
+$76.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
AMED
Amedisys
AMED
+$70.9M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.61M 0.04%
233,528
-120,231
227
$5.6M 0.04%
125,087
-534,565
228
$5.5M 0.04%
+161,583
229
$5.34M 0.04%
209,209
-517,080
230
$5.3M 0.04%
85,162
-156,675
231
$5.16M 0.04%
+227,763
232
$5M 0.04%
27,460
-1,358
233
$4.98M 0.04%
+59,119
234
$4.86M 0.04%
+47,267
235
$4.74M 0.04%
67,855
-209,630
236
$4.58M 0.04%
+7,361
237
$4.47M 0.04%
+63,000
238
$4.36M 0.03%
6,000
239
$4.06M 0.03%
153,913
-46,087
240
$3.85M 0.03%
+157,304
241
$3.63M 0.03%
+63,900
242
$3.61M 0.03%
18,785
-929
243
$3.57M 0.03%
23,698
-25,813
244
$3.49M 0.03%
+17,420
245
$3.44M 0.03%
31,393
-1,717
246
$3.36M 0.03%
136,745
247
$3.3M 0.03%
21,840
+4,042
248
$3.12M 0.02%
90,000
+45,000
249
$2.96M 0.02%
+80,473
250
$2.7M 0.02%
+102,972
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