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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.8M 0.39%
67,646
-12,627
77
$32.6M 0.37%
121,484
+28,238
78
$32.5M 0.37%
605,179
+9,695
79
$32.1M 0.36%
406,079
-527,481
80
$31.3M 0.35%
150,316
-2,413
81
$30.7M 0.35%
217,726
+20,529
82
$30.2M 0.34%
913,762
-270,401
83
$30.1M 0.34%
409,654
-154,141
84
$29.8M 0.34%
198,049
-18,017
85
$29.5M 0.33%
359,102
-188,293
86
$29.5M 0.33%
2,759,025
-503,705
87
$29.3M 0.33%
+320,833
88
$28.9M 0.33%
484,151
-21,406
89
$28.7M 0.33%
83,356
-2,550
90
$27.5M 0.31%
+422,351
91
$26.8M 0.3%
663,763
+305,150
92
$26.7M 0.3%
160,318
-69,899
93
$26.5M 0.3%
+1,262,509
94
$26M 0.29%
212,286
-453,887
95
$25.4M 0.29%
339,066
+304,646
96
$25.4M 0.29%
664,632
-174,324
97
$25.1M 0.29%
165,048
-57,404
98
$24.7M 0.28%
808,878
+580,042
99
$24.5M 0.28%
+619,303
100
$24.2M 0.27%
632,810
+148,431
2 3
4
5 6