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
$3.09B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$155M
3
+$114M
4
ABBV icon
AbbVie
ABBV
+$70.1M
5
GE icon
GE Aerospace
GE
+$67.5M

Top Sells

1
+$81.8M
2
+$59.9M
3
+$43.8M
4
BHP icon
BHP
BHP
+$40.7M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Sector Composition

1 Financials 25.43%
2 Industrials 23.02%
3 Healthcare 16.49%
4 Technology 10.84%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.8M 0.41%
180,000
52
$12.7M 0.41%
74,401
+36,320
53
$12.7M 0.41%
388,561
+250,688
54
$12.4M 0.4%
142,038
+122,255
55
$12.4M 0.4%
+320,000
56
$12.4M 0.4%
440,000
-85,000
57
$12.2M 0.39%
139,301
+138,181
58
$11.8M 0.38%
218,436
+119,738
59
$11.7M 0.38%
178,462
+104,747
60
$11.5M 0.37%
173,694
-59,995
61
$11.5M 0.37%
+143,630
62
$11.4M 0.37%
550,769
+71,817
63
$11.3M 0.37%
294,723
+175,954
64
$11.1M 0.36%
276,760
-119,078
65
$11M 0.36%
+123,509
66
$10.9M 0.35%
75,871
+70,157
67
$10.8M 0.35%
+194,105
68
$10.6M 0.34%
+245,992
69
$10.5M 0.34%
80,886
+62,962
70
$10.5M 0.34%
317,150
+192,950
71
$10.4M 0.34%
155,646
+104,586
72
$10.3M 0.33%
250,000
-30,000
73
$10.2M 0.33%
282,572
+144,424
74
$10.1M 0.33%
+190,800
75
$10.1M 0.33%
180,321
+101,789
1 2
3
4 5