AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$119M
3
+$115M
4
AMAT icon
Applied Materials
AMAT
+$113M
5
AAPL icon
Apple
AAPL
+$93.6M

Top Sells

1
+$116M
2
+$108M
3
+$78.8M
4
ELV icon
Elevance Health
ELV
+$77.1M
5
BAH icon
Booz Allen Hamilton
BAH
+$75.7M

Sector Composition

1 Financials 21.78%
2 Technology 19.43%
3 Industrials 15.27%
4 Consumer Discretionary 13.21%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41.7M 0.4%
732,884
+44,213
77
$41M 0.39%
487,429
+19,812
78
$40.8M 0.39%
123,563
+88,432
79
$40.1M 0.38%
+176,197
80
$40M 0.38%
58,847
+11,242
81
$39.9M 0.38%
1,349,799
-170,913
82
$39.7M 0.38%
532,745
-826
83
$39.5M 0.37%
16,947
-26,433
84
$39.2M 0.37%
105,330
+43,669
85
$39.2M 0.37%
553,763
-540,477
86
$38.9M 0.37%
108,451
-214,836
87
$37.8M 0.36%
230,037
+47,635
88
$36.9M 0.35%
+259,797
89
$36.5M 0.35%
181,274
+99,309
90
$35.9M 0.34%
+186,155
91
$35.4M 0.34%
417,058
-102,420
92
$35.2M 0.33%
387,078
-395,718
93
$34.7M 0.33%
+909,849
94
$34.5M 0.33%
485,563
+253,784
95
$34.5M 0.33%
+461,092
96
$34.2M 0.32%
367,958
-43,861
97
$33.7M 0.32%
826,559
-243,281
98
$33.7M 0.32%
+141,875
99
$32.5M 0.31%
62,421
+14,471
100
$31.6M 0.3%
+751,171
2 3
4
5 6