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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$47.7M 0.62%
808,694
+238,267
52
$47.1M 0.61%
2,988,559
-658,861
53
$46.2M 0.6%
813,115
+423,230
54
$45.2M 0.59%
624,689
+12,847
55
$44.4M 0.58%
343,929
+203,929
56
$44.1M 0.58%
641,711
-206,325
57
$43.4M 0.57%
833,738
+526,123
58
$40.9M 0.53%
612,318
+606,908
59
$40.8M 0.53%
1,369,441
-2,356,676
60
$40.4M 0.53%
688,543
+439,224
61
$40.4M 0.53%
+669,483
62
$40.4M 0.53%
1,005,289
+60,870
63
$40.3M 0.53%
206,661
+88,968
64
$39.5M 0.52%
268,041
+76,746
65
$37M 0.48%
379,080
+770
66
$36.8M 0.48%
511,071
+81,450
67
$36.7M 0.48%
1,704,163
+1,156,424
68
$36M 0.47%
864,939
+190,900
69
$35.9M 0.47%
1,826,057
-2,664,194
70
$35.5M 0.46%
568,962
+179,712
71
$35.3M 0.46%
555,370
+387,669
72
$35M 0.46%
133,755
+40,695
73
$33.6M 0.44%
170,783
+118,412
74
$32.6M 0.43%
219,638
-20,990
75
$32.6M 0.43%
292,380
-10,451
1 2
3
4 5