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
$3.09B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$155M
3
+$114M
4
ABBV icon
AbbVie
ABBV
+$70.1M
5
GE icon
GE Aerospace
GE
+$67.5M

Top Sells

1
+$81.8M
2
+$59.9M
3
+$43.8M
4
BHP icon
BHP
BHP
+$40.7M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Sector Composition

1 Financials 25.43%
2 Industrials 23.02%
3 Healthcare 16.49%
4 Technology 10.84%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.16M 0.23%
+299,800
102
$7.07M 0.23%
+180,606
103
$6.97M 0.23%
+110,617
104
$6.91M 0.22%
40,474
+19,170
105
$6.76M 0.22%
105,007
-15,654
106
$6.73M 0.22%
70,599
-64,908
107
$6.73M 0.22%
245,930
+19,490
108
$6.72M 0.22%
137,454
-114,244
109
$6.66M 0.22%
+178,452
110
$6.53M 0.21%
216,960
-50,140
111
$6.46M 0.21%
+114,737
112
$6.31M 0.2%
+75,641
113
$5.86M 0.19%
+134,399
114
$5.57M 0.18%
+170,660
115
$5.5M 0.18%
+454,650
116
$5.46M 0.18%
133,162
+113,355
117
$5.42M 0.18%
+204,990
118
$5.16M 0.17%
+77,073
119
$5.05M 0.16%
92,950
-146,415
120
$5M 0.16%
169,806
+20,583
121
$4.98M 0.16%
134,417
+36,440
122
$4.96M 0.16%
122,958
-379
123
$4.76M 0.15%
66,747
-41,390
124
$4.68M 0.15%
38,408
+5,060
125
$4.67M 0.15%
200,000
3 4
5
6 7