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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31.6M 0.43%
550,120
+342,120
77
$31.6M 0.43%
198,469
-132,411
78
$30.7M 0.42%
669,497
+371,916
79
$30.7M 0.42%
158,589
-15,009
80
$30.5M 0.42%
501,000
+284,200
81
$30.4M 0.42%
400,024
-802,081
82
$30.4M 0.42%
465,873
+556
83
$30M 0.41%
92,402
+35,638
84
$29.3M 0.4%
318,826
-370
85
$28.7M 0.39%
1,007,869
+796,426
86
$28.2M 0.38%
114,456
+110,876
87
$28M 0.38%
767,013
-19,291
88
$27.8M 0.38%
185,260
-69,989
89
$27.7M 0.38%
501,489
+48,199
90
$27.7M 0.38%
286,917
+61,486
91
$27.3M 0.37%
348,604
+63,159
92
$26.6M 0.36%
682,134
+376,279
93
$26.2M 0.36%
120,302
-108,769
94
$25.4M 0.35%
318,489
+162,392
95
$25M 0.34%
439,946
-88,731
96
$25M 0.34%
708,433
+26,600
97
$24.9M 0.34%
569,821
+134,837
98
$24.9M 0.34%
671,200
+143,112
99
$24.8M 0.34%
280,529
-99,596
100
$24.7M 0.34%
84,901
-3,930
2 3
4
5 6