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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66M 1.1%
332,247
+89,556
27
$61.4M 1.02%
312,416
+156,044
28
$60.8M 1.01%
2,659,182
-168,911
29
$60.1M 1%
702,348
-153,913
30
$58.4M 0.97%
921,559
+749,135
31
$57.5M 0.96%
1,315,196
+162,363
32
$55.9M 0.93%
189,602
+62,923
33
$51.9M 0.86%
1,237,188
+445,817
34
$48.8M 0.81%
1,524,042
-623,720
35
$48.3M 0.8%
656,346
+113,423
36
$48.2M 0.8%
+555,632
37
$46.8M 0.78%
911,520
+256,264
38
$45.9M 0.76%
415,896
+141,568
39
$45.8M 0.76%
203,613
+98,203
40
$44.1M 0.73%
187,333
+94,114
41
$44M 0.73%
357,371
+166,689
42
$43.4M 0.72%
601,915
+7,286
43
$40.8M 0.68%
587,875
-353,684
44
$40.7M 0.68%
236,671
+202,627
45
$39.6M 0.66%
936,560
+3,600
46
$38.7M 0.64%
151,838
+131,593
47
$35.7M 0.59%
419,565
-305,551
48
$35.3M 0.59%
911,400
+326,196
49
$34.3M 0.57%
325,006
+19,063
50
$34M 0.57%
175,730
+33,085
1
2
3 4 5