AIM
Artemis Investment Management Portfolio holdings
AUM $6.52B
This Quarter Return
-3.33%
1 Year Return
+17.7%
3 Year Return
+96.59%
5 Year Return
+365.79%
10 Year Return
+748.89%
AUM
$6.52B
AUM Growth
-$495M (-7%)
Cap. Flow
+$27M
Cap. Flow % of AUM
0.41%
Top 10 Holdings %Top 10 Hldgs %
22.32%
Holding
237
New
36
Increased
81
Reduced
72
Closed
43
Top Buys
| 1 | $117M | |
| 2 | $76.5M | |
| 3 | $71.7M | |
| 4 | $68.1M | |
| 5 | $66.7M |
Top Sells
| 1 | $96.6M | |
| 2 | $71.9M | |
| 3 | $71.2M | |
| 4 | $53.8M | |
| 5 | $53.1M |
Sector Composition
| 1 | Financials | 18.35% |
| 2 | Industrials | 16.26% |
| 3 | Consumer Discretionary | 15.67% |
| 4 | Technology | 13.74% |
| 5 | Healthcare | 11.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.3M | 0.28% | 98,100 +47,100 | +92% | +$8.77M | |||
| $17.9M | 0.28% | 408,236 -645,711 | -61% | -$28.4M | |||
| $17.6M | 0.27% | 118,540 -86,459 | -42% | -$12.9M | |||
| $17.6M | 0.27% | 202,582 -67,309 | -25% | -$5.85M | |||
| $17.2M | 0.26% | 210,561 -179,297 | -46% | -$14.7M | |||
| $17.1M | 0.26% | 349,368 -311,689 | -47% | -$15.2M | |||
| $17M | 0.26% | 360,134 +16,973 | +5% | +$800K | |||
| $16.8M | 0.26% | 62,663 +17,447 | +39% | +$4.68M | |||
| $16.6M | 0.25% | 143,834 -178,309 | -55% | -$20.6M | |||
| $16.5M | 0.25% | 274,287 | – | – | |||
| $16.4M | 0.25% | 98,988 +767 | +0.8% | +$127K | |||
| $16.3M | 0.25% | +341,519 | New | +$16.3M | |||
| $15.8M | 0.24% | 91,465 -134,952 | -60% | -$23.3M | |||
| $14.8M | 0.23% | 584,206 +136,130 | +30% | +$3.45M | |||
| $14.8M | 0.23% | +242,131 | New | +$14.8M | |||
| $14.6M | 0.22% | 59,405 -9,386 | -14% | -$2.3M | |||
| $13.3M | 0.2% | 6,541,297 +1,603 | +0% | +$3.26K | |||
| $13.2M | 0.2% | +64,514 | New | +$13.2M | |||
| $13M | 0.2% | 45,604 +26,312 | +136% | +$7.49M | |||
| $12.9M | 0.2% | 19,239 | – | – | |||
| $12.9M | 0.2% | 673,832 +31,924 | +5% | +$609K | |||
| $12.8M | 0.2% | 162,172 -128,306 | -44% | -$10.1M | |||
| $12.2M | 0.19% | +122,674 | New | +$12.2M | |||
| $11.6M | 0.18% | 268,600 +12,758 | +5% | +$552K | |||
| $11.6M | 0.18% | 75,508 | – | – |
