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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.4M 0.39%
176,421
-32,492
77
$37.3M 0.39%
417,172
+14,710
78
$37.2M 0.39%
602,216
-70,144
79
$36.6M 0.38%
+157,238
80
$36.2M 0.38%
174,001
+81,551
81
$36.1M 0.38%
1,069,840
+158,857
82
$35.9M 0.38%
205,202
+54,001
83
$35.6M 0.37%
467,617
+2,474
84
$35.3M 0.37%
+1,039,533
85
$34.8M 0.36%
118,396
+16,735
86
$34.8M 0.36%
688,671
-447,696
87
$34.6M 0.36%
+533,571
88
$34.4M 0.36%
6,023,515
-887,272
89
$34M 0.36%
47,605
+5,406
90
$33.8M 0.35%
138,218
+17,786
91
$33.5M 0.35%
613,536
-218,028
92
$33.2M 0.35%
128,094
+583
93
$32.4M 0.34%
+668,043
94
$32.4M 0.34%
348,612
-191,760
95
$31.9M 0.33%
435,219
-878,508
96
$31.3M 0.33%
+528,121
97
$30.6M 0.32%
329,830
-13,100
98
$30.1M 0.32%
511,936
-156,288
99
$29.9M 0.31%
302,558
+232,385
100
$29.7M 0.31%
191,459
+7,207
2 3
4
5 6