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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.1M 0.42%
188,918
-103,834
77
$30.7M 0.4%
1,743,773
+687,455
78
$30.5M 0.4%
777,425
+571,239
79
$29.9M 0.39%
397,299
+129,228
80
$28.8M 0.38%
630,465
+28,477
81
$28.6M 0.37%
479,360
+261,975
82
$27.1M 0.35%
401,162
-95,102
83
$27M 0.35%
+246,519
84
$27M 0.35%
343,528
-8,748
85
$26.7M 0.35%
199,730
+730
86
$26.4M 0.34%
125,311
+29,983
87
$26.1M 0.34%
+362,893
88
$25.3M 0.33%
514,188
+12,756
89
$25.3M 0.33%
403,954
+313,599
90
$25.1M 0.33%
341,376
+17,109
91
$25M 0.33%
279,518
+177,666
92
$25M 0.33%
+154,285
93
$24.6M 0.32%
524,671
-116,364
94
$24.6M 0.32%
697,003
-98,027
95
$23.9M 0.31%
335,985
-452,090
96
$23.2M 0.3%
258,105
+13,797
97
$23M 0.3%
398,880
-243,990
98
$23M 0.3%
263,632
+52,928
99
$23M 0.3%
509,119
-77,609
100
$22.9M 0.3%
102,384
-15,987
2 3
4
5 6