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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.3M 0.41%
+638,098
77
$33.2M 0.39%
380,125
+32,936
78
$32.9M 0.39%
696,981
-679,137
79
$32.9M 0.39%
548,061
-24,033
80
$32.3M 0.38%
245,024
+158,663
81
$32.2M 0.38%
528,677
-70,958
82
$32M 0.38%
173,598
-4,501
83
$31.8M 0.38%
596,002
-432,587
84
$31.3M 0.37%
+1,986,802
85
$31.2M 0.37%
498,689
+124,184
86
$31.1M 0.37%
251,036
-13,223
87
$30.5M 0.36%
263,247
-8,106
88
$30.4M 0.36%
465,317
+12,857
89
$30.2M 0.36%
+741,227
90
$29.9M 0.35%
147,405
+23,430
91
$29.7M 0.35%
630,300
+23,000
92
$28.9M 0.34%
259,140
-6,040
93
$28.5M 0.34%
523,409
+105,709
94
$27.5M 0.33%
756,106
+124,829
95
$27.4M 0.32%
554,840
-785,196
96
$27.3M 0.32%
319,196
-14,450
97
$27.2M 0.32%
350,745
-6,791
98
$27.1M 0.32%
756,675
+61,137
99
$26.6M 0.31%
279,236
-59,170
100
$26M 0.31%
88,831
-14,121
2 3
4
5 6