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AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+8%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GMED icon
51
Globus Medical
GMED
$11.4B
$73.1M 0.78%
848,476
+109,881
+15% +$9.86M
RYAAY icon
52
Ryanair
RYAAY
$30.8B
$72.7M 0.77%
1,256,937
-191,774
-13% -$12.7M
STX icon
53
Seagate
STX
$185B
$71.6M 0.76%
182,764
-310,720
-63% -$119M
HAS icon
54
Hasbro
HAS
$13.8B
$70.5M 0.75%
+753,538
New +$70.4M
CPA icon
55
Copa Holdings
CPA
$5.54B
$70.5M 0.75%
620,198
+168,442
+37% +$22.1M
FLUT icon
56
Flutter Entertainment
FLUT
$17.2B
$70.4M 0.75%
690,809
+392,379
+131% +$56.5M
AMZN icon
57
Amazon
AMZN
$2.94T
$69.1M 0.73%
331,648
-408,287
-55% -$89.9M
FR icon
58
First Industrial Realty Trust
FR
$8.33B
$68.6M 0.73%
1,186,294
+31,415
+3% +$1.87M
ELAN icon
59
Elanco Animal Health
ELAN
$11.4B
$68M 0.72%
2,841,535
+380,517
+15% +$9.3M
TFC icon
60
Truist Financial
TFC
$63.7B
$67.4M 0.71%
1,465,689
+146,254
+11% +$7.23M
W icon
61
Wayfair
W
$14.2B
$66M 0.7%
877,117
+399,038
+83% +$36.1M
WMT icon
62
Walmart Inc
WMT
$896B
$64M 0.68%
514,952
-92,219
-15% -$11.3M
SPG icon
63
Simon Property Group
SPG
$72B
$62.5M 0.66%
+334,941
New +$63.9M
AMAT icon
64
Applied Materials
AMAT
$420B
$61.9M 0.66%
181,170
+14,646
+9% +$4.93M
TLN
65
Talen Energy Corp
TLN
$17B
$61.1M 0.65%
191,333
+136,219
+247% +$48.1M
VLY icon
66
Valley National Bancorp
VLY
$8.14B
$59.8M 0.63%
4,866,154
+955,951
+24% +$11.9M
CFR icon
67
Cullen/Frost Bankers
CFR
$10.3B
$57.2M 0.61%
+417,245
New +$57.6M
ADM icon
68
Archer Daniels Midland
ADM
$38.5B
$55.5M 0.59%
+764,129
New +$51.6M
BE icon
69
Bloom Energy
BE
$62.6B
$53.5M 0.57%
395,058
-10,800
-3% -$1.59M
ROAD icon
70
Construction Partners
ROAD
$6.64B
$52.1M 0.55%
468,737
-239,880
-34% -$28.8M
AMD icon
71
Advanced Micro Devices
AMD
$763B
$52M 0.55%
255,716
+106,569
+71% +$22.8M
FIX icon
72
Comfort Systems
FIX
$59.7B
$50.5M 0.54%
36,599
-16,596
-31% -$21.1M
GEV icon
73
GE Vernova
GEV
$269B
$50.1M 0.53%
57,374
-36,345
-39% -$28.4M
RGEN icon
74
Repligen
RGEN
$9.34B
$49.7M 0.53%
421,788
+11,419
+3% +$1.6M
CMC icon
75
Commercial Metals
CMC
$8.01B
$49.2M 0.52%
801,473
-700,433
-47% -$50.6M
1 2
3
4 5

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Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.