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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34M 0.95%
1,075,383
-1,052,646
27
$33.5M 0.94%
1,441,163
-1,669,223
28
$33.5M 0.94%
260,170
-15,112
29
$32.9M 0.92%
520,858
-1,200,839
30
$31.9M 0.89%
191,155
+75,042
31
$30.8M 0.86%
678,144
-1,321,486
32
$30.2M 0.84%
353,875
+77,727
33
$28.4M 0.8%
240,800
-716,056
34
$26.9M 0.75%
186,199
+4,794
35
$25.7M 0.72%
1,006,484
+41,981
36
$25.4M 0.71%
355,799
-16,104
37
$24.6M 0.69%
265,110
+43,693
38
$23.1M 0.65%
212,324
+48,077
39
$22.9M 0.64%
107,221
-10,783
40
$22.5M 0.63%
1,441,742
-10,000
41
$22.5M 0.63%
734,956
+26,544
42
$22.2M 0.62%
522,785
-101,005
43
$21.7M 0.61%
488,829
-262,762
44
$21.6M 0.6%
154,252
+84,152
45
$20.1M 0.56%
604,300
-20,000
46
$20M 0.56%
+728,180
47
$19.3M 0.54%
+329,910
48
$18.9M 0.53%
470,120
+3,000
49
$18.5M 0.52%
+788,874
50
$18.4M 0.51%
180,168
+60,805
1
2
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