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
276
– –
-54,696
277
– –
-8,761
278
– –
-393,874
279
– –
-249,390
280
– –
-58,942
281
– –
-142,931
282
– –
-228,103
283
– –
-198,000
284
– –
-508,331
285
– –
-75,700
286
– –
-100,000
287
– –
-3,391,154
288
– –
-48,266
289
– –
-84,517
290
– –
-14,400
291
– –
-211,250
292
– –
-46,535
293
– –
-191,230
294
– –
-94,688
295
– –
-45,394
296
– –
-586,700
297
– –
-11,640
298
– –
-105,317
299
– –
-276,652
300
– –
-412,789
9 10 11
12
13