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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.3M 0.55%
263,379
-135,141
52
$33.1M 0.55%
+853,579
53
$32.8M 0.55%
193,737
+55,605
54
$32.7M 0.54%
356,586
+198,568
55
$32.6M 0.54%
1,772,920
+501,710
56
$32.3M 0.54%
138,292
+124,414
57
$31.8M 0.53%
992,551
+214,262
58
$31.5M 0.52%
+366,622
59
$31.3M 0.52%
466,948
+252,637
60
$30.8M 0.51%
430,413
+71,167
61
$28M 0.47%
733,070
-152,464
62
$27.6M 0.46%
565,021
-107,001
63
$27.1M 0.45%
178,802
-31,763
64
$27.1M 0.45%
188,777
+111,792
65
$26.9M 0.45%
885,891
+68,639
66
$26.8M 0.45%
605,089
-21,898
67
$26.2M 0.44%
+323,000
68
$24.2M 0.4%
685,902
-158,882
69
$24.2M 0.4%
782,071
+124,187
70
$22.6M 0.38%
715,692
+677,588
71
$22.4M 0.37%
195,060
+12,357
72
$21.8M 0.36%
404,333
-1,273,652
73
$21.3M 0.35%
135,200
-1,300
74
$21.2M 0.35%
401,600
+63,340
75
$20.9M 0.35%
3,661,000
+1,076,000
1 2
3
4 5