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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$59.6M 0.62%
601,876
-158,813
52
$57.9M 0.6%
1,094,240
+674,489
53
$56.7M 0.59%
1,631,104
+443,763
54
$54.6M 0.57%
995,223
-835,072
55
$53.4M 0.56%
162,286
-229,679
56
$53.1M 0.55%
2,155,387
+184,550
57
$52.1M 0.54%
1,020,457
+791,173
58
$49.8M 0.52%
+725,213
59
$49.3M 0.52%
+1,260,772
60
$48.8M 0.51%
3,782,765
+317,131
61
$48.6M 0.51%
737,240
+159,252
62
$47.7M 0.5%
133,702
+70,082
63
$47.2M 0.49%
522,679
+314,263
64
$46.8M 0.49%
63,341
+734
65
$41.5M 0.43%
57,456
+7,598
66
$41.1M 0.43%
+519,478
67
$40.8M 0.43%
522,547
-7,925
68
$40.2M 0.42%
2,575,371
-1,133,182
69
$39.4M 0.41%
1,537,156
-70,989
70
$38.3M 0.4%
579,949
+169,009
71
$38.3M 0.4%
411,819
-345,657
72
$38.1M 0.4%
1,520,712
+647,184
73
$38M 0.4%
1,002,333
+672,181
74
$37.7M 0.39%
+899,217
75
$37.5M 0.39%
540,927
-218,179
1 2
3
4 5