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
$12.3B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$135M
3
+$118M
4
COP icon
ConocoPhillips
COP
+$101M
5
BKR icon
Baker Hughes
BKR
+$96.6M

Top Sells

1
+$158M
2
+$155M
3
+$122M
4
SHW icon
Sherwin-Williams
SHW
+$106M
5
ALLY icon
Ally Financial
ALLY
+$97M

Sector Composition

1 Technology 19.38%
2 Industrials 17.01%
3 Healthcare 15.39%
4 Consumer Discretionary 12.46%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.03M 0.02%
+571,591
227
$2.98M 0.02%
67,500
228
$2.94M 0.02%
+39,259
229
$2.66M 0.02%
8,269
-520
230
$2.59M 0.02%
49,065
+9,276
231
$2.52M 0.02%
37,330
+16,120
232
$2.47M 0.02%
74,870
+6,485
233
$2.31M 0.02%
10,412
+2,101
234
$2.24M 0.02%
18,967
+1,414
235
$2.21M 0.02%
+25,665
236
$2.04M 0.02%
12,221
+3,048
237
$1.93M 0.02%
24,151
+8,212
238
$1.92M 0.02%
53,047
+18,716
239
$1.66M 0.01%
16,733
+3,611
240
$1.51M 0.01%
65,847
+13,852
241
$1.48M 0.01%
59,376
-1,016,674
242
$1.19M 0.01%
43,151
+4,169
243
$1.14M 0.01%
6,000
-20,322
244
$923K 0.01%
120,076
+32,549
245
$904K 0.01%
20,734
-5,759
246
$858K 0.01%
8,018
-145
247
$771K 0.01%
+1,943
248
$771K 0.01%
91,022
+22,031
249
$700K 0.01%
+42,487
250
$176K ﹤0.01%
+20,720
8 9
10
11 12