We are live on ! Find out more
AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+19.54%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$7.81B
AUM Growth
+$1.28B
Cap. Flow
+$269M
Cap. Flow %
3.45%
Top 10 Hldgs %
25.88%
Holding
230
New
36
Increased
64
Reduced
81
Closed
38

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$154M
2
SPG icon
Simon Property Group
SPG
+$95.6M
3
HES
Hess
HES
+$70.5M
4
COF icon
Capital One
COF
+$70.1M
5
TDG icon
TransDigm Group
TDG
+$60.3M

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$107M
2
PCG icon
PG&E
PCG
+$74.9M
3
BURL icon
Burlington
BURL
+$68.1M
4
BRBR icon
BellRing Brands
BRBR
+$62.6M
5
GM icon
General Motors
GM
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Financials 18.37%
3 Industrials 17.53%
4 Consumer Discretionary 11.5%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
226
UnitedHealth
UNH
$367B
– –
-21,025
Closed -$11M
UNM icon
227
Unum
UNM
$14.4B
– –
-30,393
Closed -$2.48M
ZBRA icon
228
Zebra Technologies
ZBRA
$18B
– –
-26,609
Closed -$7.52M
ZION icon
229
Zions Bancorporation
ZION
$10.3B
– –
-768,556
Closed -$38.3M
SNDK
230
Sandisk
SNDK
$186B
– –
-341,519
Closed -$16.3M
6 7 8 9
10

Similar funds

DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Artemis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Artemis Investment Management held 230 positions worth $7.81B, up 20% from $6.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Artemis Investment Management deployed $269M of net new capital in Q2 2025, opening 36 new positions and adding to 64 existing holdings. Its largest new stake was Texas Instruments: 868,376 shares worth $180M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was International Paper, an estimated $107M trimmed.

  • Artemis Investment Management's largest Q2 2025 buy was Texas Instruments: 868,376 shares worth $180M.
  • Artemis Investment Management added most to Simon Property Group in Q2 2025, an estimated $95.6M increase.
  • Artemis Investment Management's biggest Q2 2025 reduction was International Paper, cutting an estimated $107M.
  • Artemis Investment Management fully exited PG&E in Q2 2025, selling an estimated $74.9M.
  • Artemis Investment Management's ten largest holdings make up 26% of its $7.81B portfolio in Q2 2025.
  • Artemis Investment Management opened 36 new positions and closed 38 in Q2 2025.
  • Artemis Investment Management's portfolio value rose 20% quarter-over-quarter to $7.81B.

Based on Artemis Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.