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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.9M 0.55%
450,008
+39,567
52
$45.1M 0.53%
1,667,576
-381,263
53
$45M 0.53%
760,224
-153,748
54
$44.9M 0.53%
279,850
+76,186
55
$43.4M 0.51%
435,983
+49,985
56
$43M 0.51%
1,120,780
+749,077
57
$42.8M 0.51%
784,478
-330,783
58
$42.8M 0.51%
308,200
+136,439
59
$42.5M 0.5%
720,583
+130,164
60
$42.1M 0.5%
1,866,281
-722,726
61
$41.8M 0.49%
246,287
-69,048
62
$41.4M 0.49%
169,987
-83,624
63
$40.7M 0.48%
+203,033
64
$40.4M 0.48%
194,826
+106,125
65
$39.5M 0.47%
320,422
-4,133
66
$39.1M 0.46%
330,880
-26,961
67
$38.2M 0.45%
976,286
-1,072,151
68
$38M 0.45%
255,249
-21,281
69
$37.5M 0.44%
2,273,665
+342,365
70
$37.1M 0.44%
186,659
-105,140
71
$36.6M 0.43%
490,948
-205,646
72
$36.5M 0.43%
+270,735
73
$36.1M 0.43%
431,979
-95,787
74
$35.6M 0.42%
6,806,389
-3,079,675
75
$35.2M 0.42%
441,248
+108,373
1 2
3
4 5