We are live on
!
Find out more
AIM
Artemis Investment Management Portfolio holdings
AUM
$9.43B
1-Year Est. Return
69.06%
This Fund
S&P 500
This Quarter
Est. Return
+8%
1 Year Est. Return
+69.06%
3 Year Est. Return
+215.64%
5 Year Est. Return
+303.76%
10 Year Est. Return
+1,255.98%
AUM
$9.43B
AUM Growth
+$1.15B
(+14%)
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
10.83%
Top 10 Holdings %
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31
Top Buys
| 1 |
AstraZeneca
AZN
|
+$279M |
| 2 |
Dow Inc
DOW
|
+$151M |
| 3 |
JB Hunt Transport Services
JBHT
|
+$129M |
| 4 |
Franklin Resources
BEN
|
+$124M |
| 5 |
Freeport-McMoran
FCX
|
+$117M |
Top Sells
| 1 |
Capital One
COF
|
+$160M |
| 2 |
Microsoft
MSFT
|
+$157M |
| 3 |
Deutsche Bank
DB
|
+$142M |
| 4 |
Seagate
STX
|
+$119M |
| 5 |
Carnival Corporation Ltd
CCL
|
+$103M |
Sector Composition
| 1 | Healthcare | 17.45% |
| 2 | Financials | 16.96% |
| 3 | Technology | 14.83% |
| 4 | Industrials | 13.43% |
| 5 | Materials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Globus Medical
GMED
$10.7B
| $73.1M | 0.78% |
848,476
+109,881
| +15% | +$9.86M |
|
52
Ryanair
RYAAY
$34.6B
| $72.7M | 0.77% |
1,256,937
-191,774
| -13% | -$12.7M |
|
|
53
Seagate
STX
$187B
| $71.6M | 0.76% |
182,764
-310,720
| -63% | -$119M |
|
54
Hasbro
HAS
$11.4B
| $70.5M | 0.75% |
+753,538
| New | +$70.4M |
|
55
Copa Holdings
CPA
$6.02B
| $70.5M | 0.75% |
620,198
+168,442
| +37% | +$22.1M |
|
56
Flutter Entertainment
FLUT
$19.1B
| $70.4M | 0.75% |
690,809
+392,379
| +131% | +$56.5M |
|
57
Amazon
AMZN
$2.74T
| $69.1M | 0.73% |
331,648
-408,287
| -55% | -$89.9M |
|
58
First Industrial Realty Trust
FR
$8.74B
| $68.6M | 0.73% |
1,186,294
+31,415
| +3% | +$1.87M |
|
59
Elanco Animal Health
ELAN
$12.8B
| $68M | 0.72% |
2,841,535
+380,517
| +15% | +$9.3M |
|
60
Truist Financial
TFC
$65.8B
| $67.4M | 0.71% |
1,465,689
+146,254
| +11% | +$7.23M |
|
61
Wayfair
W
$12.1B
| $66M | 0.7% |
877,117
+399,038
| +83% | +$36.1M |
|
62
Walmart Inc
WMT
$896B
| $64M | 0.68% |
514,952
-92,219
| -15% | -$11.3M |
|
63
Simon Property Group
SPG
$72B
| $62.5M | 0.66% |
+334,941
| New | +$63.9M |
|
64
Applied Materials
AMAT
$460B
| $61.9M | 0.66% |
181,170
+14,646
| +9% | +$4.93M |
|
|
TLN
65
Talen Energy Corp
TLN
$19.1B
| $61.1M | 0.65% |
191,333
+136,219
| +247% | +$48.1M |
|
66
Valley National Bancorp
VLY
$8.22B
| $59.8M | 0.63% |
4,866,154
+955,951
| +24% | +$11.9M |
|
67
Cullen/Frost Bankers
CFR
$9.96B
| $57.2M | 0.61% |
+417,245
| New | +$57.6M |
|
68
Archer Daniels Midland
ADM
$39.7B
| $55.5M | 0.59% |
+764,129
| New | +$51.6M |
|
69
Bloom Energy
BE
$68.1B
| $53.5M | 0.57% |
395,058
-10,800
| -3% | -$1.59M |
|
70
Construction Partners
ROAD
$5.87B
| $52.1M | 0.55% |
468,737
-239,880
| -34% | -$28.8M |
|
71
Advanced Micro Devices
AMD
$863B
| $52M | 0.55% |
255,716
+106,569
| +71% | +$22.8M |
|
72
Comfort Systems
FIX
$61.1B
| $50.5M | 0.54% |
36,599
-16,596
| -31% | -$21.1M |
|
73
GE Vernova
GEV
$284B
| $50.1M | 0.53% |
57,374
-36,345
| -39% | -$28.4M |
|
74
Repligen
RGEN
$8.35B
| $49.7M | 0.53% |
421,788
+11,419
| +3% | +$1.6M |
|
75
Commercial Metals
CMC
$7.46B
| $49.2M | 0.52% |
801,473
-700,433
| -47% | -$50.6M |
|
Similar funds
MIF
RCM
SCM
SIM
NPT
AC
PVI
WPL