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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.35M 0.03%
19,913
-747,544
252
$1.82M 0.02%
169,798
-34,000
253
$1.72M 0.02%
10,112
254
$1.45M 0.02%
30,515
255
$1.34M 0.02%
70,260
-86,718
256
$1.04M 0.01%
51,319
+2,446
257
$991K 0.01%
63,826
-25,238
258
$977K 0.01%
6,367
-887
259
$967K 0.01%
31,052
-3,930
260
$948K 0.01%
13,879
-5,657
261
$930K 0.01%
70,502
262
$883K 0.01%
47,940
263
$878K 0.01%
3,580
+1,683
264
$852K 0.01%
29,594
265
$728K 0.01%
52,810
+2,470
266
$631K 0.01%
15,024
-3,579
267
$603K 0.01%
25,000
-75,000
268
$540K 0.01%
21,084
269
$505K 0.01%
327,446
270
$500K 0.01%
3,080
+144
271
$438K 0.01%
2,899
-200,483
272
$405K ﹤0.01%
3,576
-142,034
273
$287K ﹤0.01%
15,330
-877,510
274
$248K ﹤0.01%
6,260
+293
275
$223K ﹤0.01%
4,700
-399,365
9 10
11
12 13