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AIM
Artemis Investment Management Portfolio holdings
AUM
$9.43B
1-Year Est. Return
69.06%
This Fund
S&P 500
This Quarter
Est. Return
+8%
1 Year Est. Return
+69.06%
3 Year Est. Return
+215.64%
5 Year Est. Return
+303.76%
10 Year Est. Return
+1,255.98%
AUM
$9.43B
AUM Growth
+$1.15B
(+14%)
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
10.83%
Top 10 Holdings %
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31
Top Buys
| 1 |
AstraZeneca
AZN
|
+$279M |
| 2 |
Dow Inc
DOW
|
+$151M |
| 3 |
JB Hunt Transport Services
JBHT
|
+$129M |
| 4 |
Franklin Resources
BEN
|
+$124M |
| 5 |
Freeport-McMoran
FCX
|
+$117M |
Top Sells
| 1 |
Capital One
COF
|
+$160M |
| 2 |
Microsoft
MSFT
|
+$157M |
| 3 |
Deutsche Bank
DB
|
+$142M |
| 4 |
Seagate
STX
|
+$119M |
| 5 |
Carnival Corporation Ltd
CCL
|
+$103M |
Sector Composition
| 1 | Healthcare | 17.45% |
| 2 | Financials | 16.96% |
| 3 | Technology | 14.83% |
| 4 | Industrials | 13.43% |
| 5 | Materials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Hilton Worldwide
HLT
$73.6B
| $23.8M | 0.25% |
78,136
+17,128
| +28% | +$5.19M |
|
102
Constellation Energy
CEG
$89.9B
| $23.4M | 0.25% |
83,847
-58,998
| -41% | -$17.9M |
|
103
Dell
DELL
$253B
| $23.4M | 0.25% |
+142,471
| New | +$19M |
|
104
TotalEnergies
TTE
$175B
| $23.4M | 0.25% |
250,000
| – | – |
|
105
Royal Caribbean
RCL
$78.8B
| $22.3M | 0.24% |
80,903
-3,498
| -4% | -$1.04M |
|
106
Mastercard
MA
$487B
| $22.3M | 0.24% |
44,543
-29,588
| -40% | -$15.6M |
|
|
B
107
Barrick Mining
B
$58.4B
| $22.1M | 0.23% |
542,422
+6,401
| +1% | +$296K |
|
108
CMS Energy
CMS
$23B
| $21.9M | 0.23% |
282,753
+110,252
| +64% | +$8.18M |
|
109
Wells Fargo
WFC
$267B
| $21.3M | 0.23% |
268,074
-382,409
| -59% | -$32.8M |
|
110
Rocket Companies
RKT
$42.2B
| $21.2M | 0.22% |
+1,488,105
| New | +$27.1M |
|
111
IQVIA
IQV
$35.1B
| $20.8M | 0.22% |
122,020
-112,262
| -48% | -$21.9M |
|
112
HF Sinclair
DINO
$15.7B
| $20.1M | 0.21% |
322,885
+12,678
| +4% | +$687K |
|
113
Warby Parker
WRBY
$3.39B
| $19.5M | 0.21% |
+925,975
| New | +$23M |
|
114
Coca-Cola
KO
$365B
| $19M | 0.2% |
249,602
+61,744
| +33% | +$4.67M |
|
115
JPMorgan Chase
JPM
$912B
| $18.6M | 0.2% |
63,289
-131,268
| -67% | -$39.8M |
|
116
Post Holdings
POST
$3.98B
| $18.2M | 0.19% |
183,815
+4,922
| +3% | +$501K |
|
117
Tesla
TSLA
$1.47T
| $18.1M | 0.19% |
48,710
-50,888
| -51% | -$21M |
|
118
AngloGold Ashanti
AU
$38.6B
| $18M | 0.19% |
185,184
-55,000
| -23% | -$5.64M |
|
|
119
Microsoft
MSFT
$2.98T
| $17.2M | 0.18% |
46,396
-376,297
| -89% | -$157M |
|
120
Frontline
FRO
$8.27B
| $16.6M | 0.18% |
+477,265
| New | +$14.6M |
|
121
indie Semiconductor
INDI
$805M
| $16.5M | 0.18% |
5,133,867
+132,794
| +3% | +$469K |
|
122
Johnson & Johnson
JNJ
$602B
| $15.9M | 0.17% |
65,168
+9,005
| +16% | +$2.1M |
|
123
LPL Financial
LPLA
$26.5B
| $15.6M | 0.17% |
51,927
-11,341
| -18% | -$3.81M |
|
124
Ero Copper
ERO
$2.56B
| $15.5M | 0.16% |
580,639
+72,967
| +14% | +$2.19M |
|
125
APi Group
APG
$17.7B
| $15.4M | 0.16% |
379,741
-31,190
| -8% | -$1.32M |
|
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