We are live on
!
Find out more
AIM
Artemis Investment Management Portfolio holdings
AUM
$9.43B
1-Year Est. Return
69.06%
This Fund
S&P 500
This Quarter
Est. Return
+8%
1 Year Est. Return
+69.06%
3 Year Est. Return
+215.64%
5 Year Est. Return
+303.76%
10 Year Est. Return
+1,255.98%
AUM
$9.43B
AUM Growth
+$1.15B
(+14%)
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
10.83%
Top 10 Holdings %
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31
Top Buys
| 1 |
AstraZeneca
AZN
|
+$279M |
| 2 |
Dow Inc
DOW
|
+$151M |
| 3 |
JB Hunt Transport Services
JBHT
|
+$129M |
| 4 |
Franklin Resources
BEN
|
+$124M |
| 5 |
Freeport-McMoran
FCX
|
+$117M |
Top Sells
| 1 |
Capital One
COF
|
+$160M |
| 2 |
Microsoft
MSFT
|
+$157M |
| 3 |
Deutsche Bank
DB
|
+$142M |
| 4 |
Seagate
STX
|
+$119M |
| 5 |
Carnival Corporation Ltd
CCL
|
+$103M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
76
Burlington
BURL
$22.3B
| $48.7M | 0.52% |
149,589
+4,121
| +3% | +$1.26M |
|
77
NiSource
NI
$22.1B
| $45.7M | 0.48% |
979,771
+501,205
| +105% | +$22.6M |
|
78
Procter & Gamble
PG
$347B
| $44.2M | 0.47% |
+305,941
| New | +$46.4M |
|
79
Synchrony
SYF
$24.9B
| $41.2M | 0.44% |
605,261
+340,282
| +128% | +$24.7M |
|
|
BLD
80
DELISTED
TopBuild
BLD
| $38.5M | 0.41% |
109,584
-621
| -0.6% | -$278K |
|
81
Natera
NTRA
$40.2B
| $38.2M | 0.41% |
191,245
+37,922
| +25% | +$8.16M |
|
82
Verizon
VZ
$181B
| $37.5M | 0.4% |
+747,572
| New | +$34.6M |
|
83
Micron Technology
MU
$990B
| $36.6M | 0.39% |
108,450
-18,134
| -14% | -$7.1M |
|
84
Hudbay
HBM
$9.47B
| $35M | 0.37% |
1,673,054
-4,036,399
| -71% | -$94.3M |
|
85
Boot Barn
BOOT
$4.78B
| $34.9M | 0.37% |
238,339
+115,344
| +94% | +$20.9M |
|
86
Citigroup
C
$223B
| $34.8M | 0.37% |
306,859
-826,927
| -73% | -$94.2M |
|
87
Thermo Fisher Scientific
TMO
$202B
| $33.7M | 0.36% |
68,477
+6,304
| +10% | +$3.42M |
|
88
Texas Instruments
TXN
$266B
| $33.1M | 0.35% |
170,355
+9,781
| +6% | +$1.98M |
|
89
Palomar
PLMR
$3.57B
| $32.8M | 0.35% |
274,614
+62,335
| +29% | +$7.78M |
|
90
Valero Energy
VLO
$89.8B
| $31.9M | 0.34% |
129,044
+29,033
| +29% | +$5.99M |
|
91
Affirm
AFRM
$27.6B
| $31.4M | 0.33% |
685,608
-108,333
| -14% | -$6.26M |
|
92
Ally Financial
ALLY
$14.3B
| $30.4M | 0.32% |
774,569
+108,687
| +16% | +$4.47M |
|
93
Applied Optoelectronics
AAOI
$8.47B
| $28.8M | 0.31% |
340,148
-432,176
| -56% | -$27.6M |
|
|
SGI
94
Somnigroup International
SGI
$15.7B
| $28M | 0.3% |
378,527
-43,135
| -10% | -$3.74M |
|
|
AXON
95
Axon Enterprise
AXON
$43.2B
| $27.3M | 0.29% |
64,360
-69,444
| -52% | -$36.1M |
|
96
US Foods
USFD
$21.8B
| $26.9M | 0.28% |
291,204
-8,521
| -3% | -$755K |
|
97
TSMC
TSM
$2.13T
| $25.4M | 0.27% |
75,077
+6,167
| +9% | +$2.12M |
|
98
TransAlta
TAC
$4.25B
| $24.7M | 0.26% |
1,875,520
+57,141
| +3% | +$736K |
|
|
FIGR
99
Figure Technology Solutions
FIGR
$6.6B
| $24.5M | 0.26% |
722,942
+341,956
| +90% | +$14.7M |
|
100
Korn Ferry
KFY
$3.94B
| $23.9M | 0.25% |
379,847
-430,180
| -53% | -$27.8M |
|
Similar funds
MIF
RCM
SCM
SIM
NPT
AC
PVI
WPL