AIM
Artemis Investment Management Portfolio holdings
AUM
$7.77B
This Quarter Return
+11.15%
1 Year Return
+35.51%
3 Year Return
+171.19%
5 Year Return
+338.19%
10 Year Return
+876.43%
AUM
$13.8B
AUM Growth
+$13.8B
(+9%)
Cap. Flow
+$255M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
25.07%
Holding
331
New
46
Increased
120
Reduced
93
Closed
70
Top Buys
| 1 |
Amazon
AMZN
|
$135M |
| 2 |
PACCAR
PCAR
|
$112M |
| 3 |
Planet Fitness
PLNT
|
$100M |
| 4 |
Celanese
CE
|
$88.3M |
| 5 |
Expedia Group
EXPE
|
$80.4M |
Top Sells
| 1 |
Visa
V
|
$196M |
| 2 |
Synchrony
SYF
|
$116M |
| 3 |
PayPal
PYPL
|
$102M |
| 4 |
WEX
WEX
|
$95.4M |
| 5 |
Booking.com
BKNG
|
$77.5M |
Sector Composition
| 1 | Technology | 20.01% |
| 2 | Industrials | 15.85% |
| 3 | Financials | 15.6% |
| 4 | Healthcare | 14.76% |
| 5 | Consumer Discretionary | 14.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
GE Aerospace
GE
$293B
| – | – |
-57,876
| Closed | -$6.12M |
|
327
Gilead Sciences
GILD
$140B
| – | – |
-67,855
| Closed | -$4.74M |
|
328
Hewlett Packard
HPE
$29.9B
| – | – |
-757,036
| Closed | -$10.8M |
|
329
Idexx Laboratories
IDXX
$50.7B
| – | – |
-7,361
| Closed | -$4.58M |
|
330
Iovance Biotherapeutics
IOVA
$800M
| – | – |
-58,893
| Closed | -$1.45M |
|
331
Johnson & Johnson
JNJ
$429B
| – | – |
-138,773
| Closed | -$22.4M |
|