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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.8M 0.47%
705,566
+10,780
52
$16.5M 0.46%
223,006
+49,282
53
$16.5M 0.46%
136,196
-58,700
54
$16.3M 0.46%
453,800
-16,800
55
$16.2M 0.45%
+754,171
56
$16M 0.45%
164,661
-123,430
57
$16M 0.45%
361,450
-13,400
58
$15.8M 0.44%
198,826
-3,535
59
$15.1M 0.42%
280,605
+271,365
60
$15M 0.42%
448,726
-106,150
61
$14.8M 0.41%
93,255
-13,990
62
$14.8M 0.41%
468,885
+95,622
63
$14.7M 0.41%
189,739
-23,937
64
$14.6M 0.41%
151,443
+46,070
65
$14.6M 0.41%
312,100
+132,100
66
$14.5M 0.4%
286,590
+182,075
67
$14.2M 0.4%
+385,832
68
$14.1M 0.39%
88,816
-9,285
69
$14M 0.39%
1,479,720
+447,410
70
$13.9M 0.39%
318,432
+86,242
71
$13.9M 0.39%
192,707
+11,338
72
$13.9M 0.39%
172,271
+10,566
73
$13.9M 0.39%
+256,070
74
$13.7M 0.38%
141,436
+120,863
75
$13.6M 0.38%
176,266
1 2
3
4 5