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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$69.3M 0.95%
898,361
+153,497
27
$68.8M 0.94%
1,130,740
-283,120
28
$67.2M 0.92%
831,447
+137,173
29
$67M 0.92%
887,024
-263,288
30
$64M 0.87%
322,943
+8,635
31
$63.4M 0.86%
356,376
-110,333
32
$63.3M 0.86%
1,088,840
-339,120
33
$61.2M 0.84%
250,361
-54,190
34
$59.6M 0.81%
1,065,788
+510,948
35
$58.3M 0.8%
301,774
+98,741
36
$57.8M 0.79%
1,073,699
+289,221
37
$57.4M 0.78%
441,239
+4,620
38
$57.1M 0.78%
2,247,512
+381,231
39
$55.6M 0.76%
487,586
+455,282
40
$54.6M 0.74%
951,948
-72,728
41
$53.5M 0.73%
886,282
-92,595
42
$52.3M 0.71%
665,530
-133,537
43
$52.1M 0.71%
503,641
+307,850
44
$51.6M 0.7%
202,194
+116,778
45
$50.7M 0.69%
130,177
+77,581
46
$50.6M 0.69%
735,001
-152,236
47
$49.5M 0.68%
2,146,880
+2,131,550
48
$49.4M 0.67%
743,916
+195,855
49
$48M 0.66%
1,647,836
-1,363,381
50
$47.9M 0.65%
+345,075
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