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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.2M 0.79%
844,020
-673,380
27
$28M 0.76%
623,790
+148,133
28
$27.8M 0.76%
+627,464
29
$26.3M 0.71%
181,405
+53,392
30
$26.2M 0.71%
118,004
-135,164
31
$26.2M 0.71%
552,519
-499,922
32
$24.6M 0.67%
+521,675
33
$24.5M 0.67%
288,091
+174,693
34
$23.7M 0.64%
964,503
+359
35
$23.6M 0.64%
1,451,742
+246,105
36
$23.6M 0.64%
385,386
-985,128
37
$23.1M 0.63%
+1,166,669
38
$23.1M 0.63%
708,412
+180,076
39
$23M 0.63%
+223,368
40
$22.3M 0.61%
513,705
-492,152
41
$22.3M 0.61%
+371,903
42
$21.7M 0.59%
553,950
+549,168
43
$21.7M 0.59%
221,417
-15,147
44
$21.5M 0.58%
160,098
+137,168
45
$20.9M 0.57%
276,148
+76,479
46
$20.8M 0.57%
1,654,600
+266,500
47
$20.1M 0.55%
615,882
+258,572
48
$19.8M 0.54%
194,896
+16,400
49
$19.8M 0.54%
554,876
+40,376
50
$19.7M 0.54%
624,300
+185,700
1
2
3 4 5