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
$7.02B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$74.2M
3
+$71.2M
4
IP icon
International Paper
IP
+$64.7M
5
SAIA icon
Saia
SAIA
+$48M

Top Sells

1
+$111M
2
+$99.1M
3
+$65.7M
4
LIN icon
Linde
LIN
+$65.7M
5
ELV icon
Elevance Health
ELV
+$61.6M

Sector Composition

1 Technology 21.54%
2 Financials 17.71%
3 Industrials 16.28%
4 Consumer Discretionary 16.07%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.9M 0.67%
770,245
+15,517
52
$46.6M 0.66%
60,310
+4,836
53
$46M 0.66%
975,926
+65,197
54
$44.6M 0.63%
273,578
+97,036
55
$43.5M 0.62%
855,072
-332,307
56
$43.3M 0.62%
180,711
+6,579
57
$43.2M 0.62%
1,053,947
+239,773
58
$42.8M 0.61%
516,887
+88,368
59
$42.6M 0.61%
100,353
+35,955
60
$40.5M 0.58%
39,539
+12,864
61
$40.5M 0.58%
382,835
+202,272
62
$40.5M 0.58%
257,753
+9,345
63
$40.5M 0.58%
389,858
-67,609
64
$38.8M 0.55%
157,135
+1,801
65
$38.6M 0.55%
3,002,971
-42,000
66
$38.2M 0.54%
+2,186,553
67
$38M 0.54%
390,757
+166,392
68
$37M 0.53%
682,724
-222,852
69
$36.4M 0.52%
+239,500
70
$33.7M 0.48%
226,417
-55,565
71
$33.6M 0.48%
362,177
+56,466
72
$32.2M 0.46%
393,910
+61,376
73
$32.2M 0.46%
+116,229
74
$32.1M 0.46%
1,447,532
+708,859
75
$31.5M 0.45%
851,203
+90,521
1 2
3
4 5