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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$47.4M 0.65%
858,208
+220,110
52
$46.5M 0.63%
1,034,163
+277,488
53
$46.4M 0.63%
1,142,569
+557,120
54
$45.8M 0.63%
213,599
+18,773
55
$45.1M 0.62%
301,399
+30,664
56
$44.4M 0.61%
222,576
-23,711
57
$43.6M 0.6%
838,200
+207,900
58
$42.1M 0.57%
1,050,050
+73,764
59
$41.4M 0.57%
+658,254
60
$41.3M 0.56%
495,110
+63,131
61
$40.7M 0.56%
272,785
-7,065
62
$39.8M 0.54%
149,841
-59,036
63
$38.6M 0.53%
481,704
+40,456
64
$38.2M 0.52%
1,332,799
+665,820
65
$37.3M 0.51%
373,604
-62,379
66
$37.2M 0.51%
18,988
+13,856
67
$36.6M 0.5%
+452,342
68
$36.3M 0.5%
347,228
-102,780
69
$36.1M 0.49%
251,316
+6,292
70
$35.3M 0.48%
2,040,118
+53,316
71
$34.3M 0.47%
+649,881
72
$34.1M 0.47%
+1,098,667
73
$32.9M 0.45%
280,340
+21,200
74
$31.9M 0.44%
444,142
-54,547
75
$31.7M 0.43%
932,219
-1,878,842
1 2
3
4 5