AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$119M
3
+$115M
4
AMAT icon
Applied Materials
AMAT
+$113M
5
AAPL icon
Apple
AAPL
+$93.6M

Top Sells

1
+$116M
2
+$108M
3
+$78.8M
4
ELV icon
Elevance Health
ELV
+$77.1M
5
BAH icon
Booz Allen Hamilton
BAH
+$75.7M

Sector Composition

1 Financials 21.78%
2 Technology 19.43%
3 Industrials 15.27%
4 Consumer Discretionary 13.21%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$110M 1.04%
2,702,294
+1,071,190
27
$109M 1.04%
3,355,732
+1,818,576
28
$102M 0.97%
364,061
-387,327
29
$99.6M 0.95%
3,028,305
+2,066,424
30
$99.2M 0.94%
217,272
+32,961
31
$92.9M 0.88%
158,081
+7,477
32
$92.8M 0.88%
653,156
-1,104
33
$90.5M 0.86%
490,665
+87,640
34
$90.4M 0.86%
302,229
-103,802
35
$87M 0.83%
+384,860
36
$84.3M 0.8%
397,730
+3,993
37
$84M 0.8%
670,320
+22,041
38
$79.6M 0.75%
1,578,608
+679,391
39
$73.3M 0.7%
317,796
-31,964
40
$72.2M 0.69%
+1,294,891
41
$69.6M 0.66%
495,740
-35,670
42
$69.6M 0.66%
921,132
-73,842
43
$67.3M 0.64%
960,486
-960,218
44
$67.3M 0.64%
622,251
-104,740
45
$66.1M 0.63%
851,183
+125,970
46
$62.3M 0.59%
174,962
+41,260
47
$62.2M 0.59%
840,598
-403,084
48
$56.4M 0.53%
213,135
+94,739
49
$56.1M 0.53%
889,412
-111,070
50
$56M 0.53%
523,825
+1,146
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