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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.9M 0.35%
190,026
-8,773
77
$20.8M 0.35%
485,800
+365,800
78
$19.5M 0.32%
+772,981
79
$19.1M 0.32%
166,862
80
$19M 0.32%
177,010
+2,500
81
$18.7M 0.31%
265,300
+5,900
82
$18.6M 0.31%
97,995
+3,551
83
$18.5M 0.31%
744,413
+114,294
84
$18.3M 0.3%
325,406
-42,685
85
$17.8M 0.3%
849,200
-800
86
$17.5M 0.29%
93,343
+58,904
87
$17.3M 0.29%
69,724
-23,248
88
$17.2M 0.29%
429,944
+118,466
89
$17.2M 0.29%
466,740
-624,574
90
$16.9M 0.28%
95,600
+11,700
91
$16.8M 0.28%
106,252
+28,662
92
$16M 0.27%
+301,800
93
$15.8M 0.26%
+117,734
94
$15.7M 0.26%
243,636
-158,098
95
$15.6M 0.26%
122,632
96
$15.2M 0.25%
155,649
-18,109
97
$14.8M 0.25%
121,165
-35,443
98
$14.7M 0.24%
273,541
-6,065
99
$14.4M 0.24%
302,124
+23,006
100
$14.4M 0.24%
155,500
-1,600
2 3
4
5 6