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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$93.3M 0.98%
150,604
+58,111
27
$87.5M 0.91%
648,279
-364,927
28
$86.1M 0.9%
393,737
-150,613
29
$85.9M 0.9%
184,311
-41,199
30
$82.1M 0.86%
1,243,682
-238,219
31
$81M 0.85%
553,449
+38,511
32
$77.9M 0.81%
726,991
+264,440
33
$77M 0.81%
206,502
-104,019
34
$76.8M 0.8%
994,974
-36,850
35
$76.6M 0.8%
770,995
+116,997
36
$76M 0.79%
5,818,040
+2,887,480
37
$75.7M 0.79%
867,333
-119,375
38
$75.6M 0.79%
415,141
+90,844
39
$75.5M 0.79%
821,699
+181,677
40
$75.2M 0.79%
531,410
-406,731
41
$73.1M 0.76%
403,025
+369,142
42
$70.2M 0.73%
773,990
+664,355
43
$68.3M 0.71%
654,260
+223,546
44
$67.7M 0.71%
466,212
+74,146
45
$67.3M 0.7%
1,613,152
+41,118
46
$63.6M 0.66%
108,871
-24,357
47
$63.3M 0.66%
349,760
+159,865
48
$62.1M 0.65%
1,000,482
-40,055
49
$61.4M 0.64%
370,405
-26,318
50
$60.4M 0.63%
782,796
+296,840
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