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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$566K 0.01%
47,484
-8,178
252
$492K 0.01%
162,531
-42,460
253
$393K 0.01%
1,790
-49,571
254
$388K 0.01%
2,046
-113,729
255
$356K οΉ€0.01%
2,769
-157,003
256
$335K οΉ€0.01%
1,951
-69,292
257
$254K οΉ€0.01%
20,000
258
– –
-121,839
259
– –
-34,420
260
– –
-166,091
261
– –
-118,189
262
– –
-164,806
263
– –
-824,528
264
– –
-20,000
265
– –
-85,441
266
– –
-33,155
267
– –
-106,329
268
– –
-88,139
269
– –
-64,425
270
– –
-204,679
271
– –
-790,212
272
– –
-340,080
273
– –
-242,032
274
– –
-82,636
275
– –
-791,785
9 10
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