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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-26,802
227
– –
-122,623
228
– –
-58,792
229
– –
-1,746,353
230
– –
-50,618
231
– –
-56,263
232
– –
-82,831
233
– –
-136,997
234
– –
-73,909
235
– –
-35,661
236
– –
-124,994
237
– –
-2,323
238
– –
-145,736
239
– –
-60,397
240
– –
-364,948
241
– –
-302,854
242
– –
-13,416
243
– –
-822,971
244
– –
-19,957
245
– –
-145,630
246
– –
-2,476,728
247
– –
-36,847
248
– –
-32,123
249
– –
-342,649
250
– –
-1,128,923
7 8 9
10
11