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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$73.5M 0.96%
2,630,554
-159,280
27
$72.3M 0.94%
1,448,177
+700,155
28
$72.1M 0.94%
+792,065
29
$70.9M 0.92%
1,967,824
+319,553
30
$70.1M 0.92%
3,999,251
+2,742,893
31
$69.8M 0.91%
454,977
+197,582
32
$66.3M 0.87%
205,686
-29,459
33
$65.6M 0.86%
710,183
-121,665
34
$64.9M 0.85%
1,906,595
+1,641,848
35
$64.6M 0.84%
1,401,204
-391,357
36
$64.4M 0.84%
2,610,622
-1,003,522
37
$64M 0.83%
912,876
+638,483
38
$63.6M 0.83%
11,219,644
+3,040,044
39
$62.4M 0.81%
830,060
-820,160
40
$60.7M 0.79%
405,807
-1,056,652
41
$59.6M 0.78%
316,080
-27,424
42
$57.2M 0.75%
1,405,800
-349,422
43
$56M 0.73%
1,382,869
+75,981
44
$54.6M 0.71%
1,256,020
+668,124
45
$54.5M 0.71%
1,160,194
+627,943
46
$53.8M 0.7%
2,294,934
-1,455,944
47
$53.6M 0.7%
329,515
-158,972
48
$53M 0.69%
629,486
-283,161
49
$50.2M 0.66%
1,272,036
-1,199,748
50
$49.5M 0.65%
1,178,348
-964,084
1
2
3 4 5