AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.77B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$97.2M
3
+$79.9M
4
CCL icon
Carnival Corp
CCL
+$74.6M
5
HES
Hess
HES
+$72.4M

Top Sells

1
+$106M
2
+$74.9M
3
+$70.1M
4
BURL icon
Burlington
BURL
+$66.6M
5
BOOT icon
Boot Barn
BOOT
+$64.5M

Sector Composition

1 Technology 20.36%
2 Financials 17.84%
3 Industrials 17.6%
4 Consumer Discretionary 11.56%
5 Healthcare 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEF icon
26
Jefferies Financial Group
JEF
$11.2B
$70.7M 0.91%
1,292,186
+842,143
STX icon
27
Seagate
STX
$47.7B
$68.1M 0.87%
+471,961
SGI
28
Somnigroup International
SGI
$18.2B
$67.9M 0.87%
998,472
-460,281
SYK icon
29
Stryker
SYK
$142B
$67.7M 0.87%
171,064
-11,009
LRCX icon
30
Lam Research
LRCX
$185B
$67.4M 0.86%
692,081
+360,487
GS icon
31
Goldman Sachs
GS
$238B
$66.5M 0.85%
94,002
+21,321
DB icon
32
Deutsche Bank
DB
$68.1B
$65.6M 0.84%
+2,211,023
TDG icon
33
TransDigm Group
TDG
$69.9B
$65.2M 0.84%
+42,903
MIR icon
34
Mirion Technologies
MIR
$5.81B
$65.2M 0.84%
3,028,968
+30,533
MUFG icon
35
Mitsubishi UFJ Financial
MUFG
$173B
$61.2M 0.78%
4,457,954
+1,899,852
BE icon
36
Bloom Energy
BE
$27.6B
$60.8M 0.78%
2,540,928
+1,254,672
KO icon
37
Coca-Cola
KO
$290B
$60.1M 0.77%
849,235
-780,033
KFY icon
38
Korn Ferry
KFY
$3.62B
$60M 0.77%
818,063
+197,542
FCX icon
39
Freeport-McMoran
FCX
$60.3B
$59.9M 0.77%
1,381,408
+1,222,454
PAGP icon
40
Plains GP Holdings
PAGP
$3.41B
$59.6M 0.76%
+3,066,462
PNFP icon
41
Pinnacle Financial Partners
PNFP
$7.01B
$58.3M 0.75%
527,842
-11,155
CTVA icon
42
Corteva
CTVA
$42.1B
$57.9M 0.74%
776,731
-316,839
ALL icon
43
Allstate
ALL
$52B
$57.8M 0.74%
286,895
-280,379
LLY icon
44
Eli Lilly
LLY
$742B
$56.2M 0.72%
72,097
-2,971
ETN icon
45
Eaton
ETN
$150B
$56.1M 0.72%
157,110
-106,753
BJ icon
46
BJs Wholesale Club
BJ
$12.4B
$56.1M 0.72%
519,811
-64,546
FLR icon
47
Fluor
FLR
$8.4B
$55.2M 0.71%
1,076,940
-112,643
BK icon
48
Bank of New York Mellon
BK
$76.6B
$54.9M 0.7%
+602,164
WDC icon
49
Western Digital
WDC
$42.5B
$54.8M 0.7%
855,948
+20,635
AXON icon
50
Axon Enterprise
AXON
$50.9B
$54.4M 0.7%
65,683
-84,668
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