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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.6M 0.53%
208,981
+182,891
52
$18.3M 0.5%
+266,395
53
$18.1M 0.49%
555,815
+93,871
54
$17.7M 0.48%
116,113
-67,538
55
$17.4M 0.47%
164,247
+79,015
56
$17.3M 0.47%
+709,800
57
$17M 0.46%
470,600
+240,400
58
$17M 0.46%
538,430
+239,900
59
$16.7M 0.45%
213,676
-48,917
60
$16.4M 0.45%
467,120
-1,440
61
$16.2M 0.44%
694,786
-200,532
62
$16.2M 0.44%
316,693
-485,425
63
$16.2M 0.44%
204,300
+105,500
64
$15.9M 0.43%
1,172,233
-1,681,945
65
$15.8M 0.43%
107,245
-4,498
66
$15.7M 0.43%
+371,956
67
$15.3M 0.41%
+393,324
68
$14.9M 0.4%
202,361
-299,368
69
$14.6M 0.4%
+743,574
70
$14.6M 0.4%
383,941
-16,546
71
$14.1M 0.38%
181,369
-17,992
72
$14M 0.38%
374,850
+149,400
73
$13.9M 0.38%
251,179
+42,151
74
$13.8M 0.38%
98,101
+8,827
75
$13.8M 0.37%
210,300
+34,300
1 2
3
4 5