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
$6.82B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$76.3M
3
+$67.8M
4
HLT icon
Hilton Worldwide
HLT
+$64.2M
5
BLK icon
Blackrock
BLK
+$62.3M

Top Sells

1
+$131M
2
+$99.6M
3
+$88.7M
4
META icon
Meta Platforms (Facebook)
META
+$88.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$81.5M

Sector Composition

1 Technology 21.41%
2 Industrials 15.98%
3 Financials 13.4%
4 Healthcare 12.37%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.6M 1.08%
165,323
-71,767
27
$67.8M 0.98%
437,690
+49,595
28
$67.8M 0.98%
+979,697
29
$66.3M 0.96%
174,033
-46,352
30
$64.2M 0.93%
+352,680
31
$62.3M 0.9%
+76,800
32
$61.2M 0.88%
566,553
+416,339
33
$59.3M 0.86%
1,111,433
+321,028
34
$57.2M 0.83%
1,167,186
+262,499
35
$54.7M 0.79%
1,041,399
+1,284
36
$54.6M 0.79%
377,945
+80,883
37
$53.5M 0.77%
136,968
-62,569
38
$52.9M 0.76%
733,113
+80,245
39
$51.6M 0.74%
369,565
-201,760
40
$51.1M 0.74%
264,654
-1,216
41
$50.5M 0.73%
1,321,554
-218,516
42
$48.9M 0.71%
78,210
-62,620
43
$48.2M 0.7%
389,541
+173,746
44
$47M 0.68%
180,554
-53,061
45
$46.1M 0.67%
780,390
-292,339
46
$46M 0.66%
202,427
-112,295
47
$45.8M 0.66%
585,330
-102,690
48
$45M 0.65%
154,609
-75,914
49
$44.8M 0.65%
513,899
+74,526
50
$43.3M 0.62%
384,710
+95,481
1
2
3 4 5