AIM
Artemis Investment Management Portfolio holdings
AUM
$7.77B
This Quarter Return
+6.67%
1 Year Return
+35.51%
3 Year Return
+171.19%
5 Year Return
+338.19%
10 Year Return
+876.43%
AUM
$7.02B
AUM Growth
+$7.02B
(+7.2%)
Cap. Flow
+$322M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
24.11%
Holding
227
New
32
Increased
87
Reduced
73
Closed
26
Top Buys
| 1 |
Wells Fargo
WFC
|
$77.7M |
| 2 |
AbbVie
ABBV
|
$74.2M |
| 3 |
Herc Holdings
HRI
|
$71.2M |
| 4 |
International Paper
IP
|
$64.7M |
| 5 |
Saia
SAIA
|
$48M |
Top Sells
| 1 |
Apple
AAPL
|
$111M |
| 2 |
Newmont
NEM
|
$99.1M |
| 3 |
Kinross Gold
KGC
|
$65.7M |
| 4 |
Linde
LIN
|
$65.7M |
| 5 |
Elevance Health
ELV
|
$61.6M |
Sector Composition
| 1 | Technology | 21.54% |
| 2 | Financials | 17.71% |
| 3 | Industrials | 16.28% |
| 4 | Consumer Discretionary | 16.07% |
| 5 | Healthcare | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kimberly-Clark
KMB
$42.5B
| – | – |
-30,236
| Closed | -$4.3M |
|
227
Lockheed Martin
LMT
$105B
| – | – |
-27,358
| Closed | -$16M |
|