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
$6.82B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$76.3M
3
+$67.8M
4
HLT icon
Hilton Worldwide
HLT
+$64.2M
5
BLK icon
Blackrock
BLK
+$62.3M

Top Sells

1
+$131M
2
+$99.6M
3
+$88.7M
4
META icon
Meta Platforms (Facebook)
META
+$88.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$81.5M

Sector Composition

1 Technology 21.41%
2 Industrials 15.98%
3 Financials 13.4%
4 Healthcare 12.37%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.7M 0.4%
+71,760
77
$27.5M 0.4%
97,079
-5,806
78
$25.4M 0.37%
+659,284
79
$25.2M 0.36%
110,589
-144,728
80
$25.1M 0.36%
9,702
-6,410
81
$24.5M 0.35%
1,208,859
-843,304
82
$24.5M 0.35%
390,991
-141,458
83
$24.5M 0.35%
+153,669
84
$24.5M 0.35%
353,658
-194,932
85
$24.3M 0.35%
+700,250
86
$23.9M 0.34%
238,629
-339,938
87
$22.6M 0.33%
+125,433
88
$22.2M 0.32%
154,064
-478,251
89
$21.7M 0.31%
206,030
-611,333
90
$21.7M 0.31%
+163,379
91
$21.1M 0.3%
246,832
+137,548
92
$20.7M 0.3%
149,394
-34,212
93
$19M 0.27%
155,551
+140,301
94
$18.5M 0.27%
426,425
-395,646
95
$18.4M 0.27%
+848,460
96
$18.3M 0.26%
166,027
-13,238
97
$18.3M 0.26%
782,722
+69,305
98
$18.2M 0.26%
+415,783
99
$18.1M 0.26%
34,414
-41,024
100
$17.8M 0.26%
149,920
+29,457
2 3
4
5 6