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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84.7M 1%
2,179,126
+12,855
27
$83.4M 0.99%
1,150,312
+178,180
28
$81.7M 0.96%
384,746
-17,173
29
$81.6M 0.96%
963,036
+66,437
30
$78.4M 0.93%
1,377,444
-12,888
31
$76.8M 0.91%
761,824
-125,869
32
$76.3M 0.9%
1,413,860
-750,540
33
$73.5M 0.87%
1,024,676
-448,821
34
$73.4M 0.87%
1,906,223
-262,661
35
$73M 0.86%
1,427,960
+287,904
36
$69.3M 0.82%
304,551
-106,790
37
$62.1M 0.73%
978,877
-449,948
38
$61.7M 0.73%
887,237
-119,173
39
$61.7M 0.73%
233,658
-54,763
40
$60.8M 0.72%
436,619
+247,997
41
$59.4M 0.7%
744,864
-56,477
42
$59.1M 0.7%
799,067
+247,897
43
$59M 0.7%
314,308
+49,746
44
$56.3M 0.66%
271,051
+185,787
45
$55.5M 0.66%
694,274
+47,867
46
$54.6M 0.64%
229,071
-185,993
47
$54.5M 0.64%
208,877
-16,881
48
$51.8M 0.61%
423,568
+150,277
49
$51.5M 0.61%
1,936,988
-1,340,285
50
$47.9M 0.57%
2,853,831
-920,192
1
2
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