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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.5M 0.38%
433,859
-10,141
77
$13.4M 0.38%
313,184
+306,868
78
$13.3M 0.37%
98,074
+2,499
79
$13.2M 0.37%
250,543
-636
80
$13M 0.36%
255,571
+213,789
81
$13M 0.36%
539,100
-170,700
82
$12.8M 0.36%
404,740
+36,400
83
$12.8M 0.36%
718,400
+142,500
84
$12.7M 0.36%
714,219
-29,355
85
$12.6M 0.35%
+211,662
86
$12.6M 0.35%
120,303
-103,065
87
$12.5M 0.35%
376,906
-238,976
88
$11.9M 0.33%
2,411,039
+1,211,039
89
$11.9M 0.33%
181,520
-16,023
90
$11.8M 0.33%
63,348
+49,097
91
$11.8M 0.33%
+271,578
92
$11.6M 0.32%
7,875
-890
93
$11.5M 0.32%
173,100
-901,805
94
$11.1M 0.31%
88,529
+20,329
95
$11M 0.31%
233,797
-1,795
96
$10.9M 0.31%
429,815
-67,369
97
$10.6M 0.3%
328,878
-3,694
98
$10.5M 0.29%
71,555
-527
99
$10.5M 0.29%
195,999
-73,416
100
$10.3M 0.29%
124,935
+38,937
2 3
4
5 6