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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.3M 0.72%
1,873,743
-82,801
52
$62M 0.7%
+352,910
53
$61M 0.69%
430,072
+303,551
54
$58.4M 0.66%
350,740
-15,498
55
$54M 0.61%
611,148
-38,158
56
$53.5M 0.61%
482,581
-100,538
57
$48.6M 0.55%
1,558,398
+32,346
58
$47.2M 0.53%
450,840
+4,050
59
$46.9M 0.53%
442,342
+67,102
60
$45.8M 0.52%
1,314,878
+657,849
61
$45.3M 0.51%
1,513,957
+504,908
62
$41.1M 0.47%
77,178
+37,778
63
$40.5M 0.46%
447,827
-95,633
64
$39.8M 0.45%
270,294
-247,750
65
$39.7M 0.45%
478,061
-21,107
66
$39.7M 0.45%
819,467
-36,237
67
$39.7M 0.45%
790,378
+526,264
68
$39M 0.44%
85,068
-91,827
69
$38.7M 0.44%
273,474
-4,385
70
$38.4M 0.43%
+1,292,935
71
$37.8M 0.43%
645,868
+215,531
72
$37.1M 0.42%
203,769
+443
73
$36.4M 0.41%
362,513
+155,211
74
$36.2M 0.41%
278,388
+39,733
75
$36M 0.41%
1,250,834
-55,368
1 2
3
4 5