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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.7M 0.29%
+488,115
102
$10.6M 0.29%
368,340
+357,000
103
$10.6M 0.29%
72,082
+24,461
104
$10.5M 0.29%
+228,533
105
$10.4M 0.28%
+235,592
106
$10.3M 0.28%
69,473
-124,402
107
$10.3M 0.28%
177,830
+35
108
$10.2M 0.28%
120,766
-96,751
109
$10.1M 0.27%
497,184
+372,408
110
$9.9M 0.27%
+70,100
111
$9.74M 0.26%
+232,190
112
$9.45M 0.26%
373,263
+135
113
$9.37M 0.25%
350,100
114
$9.35M 0.25%
+181,708
115
$9.35M 0.25%
83,581
+14,317
116
$9.31M 0.25%
78,087
+8,792
117
$9.17M 0.25%
575,900
+92,800
118
$9.1M 0.25%
350,000
-180,000
119
$8.96M 0.24%
68,200
+66,812
120
$8.79M 0.24%
105,373
+86,767
121
$8.74M 0.24%
68,118
-24,284
122
$8.68M 0.24%
1,032,310
-394,690
123
$8.39M 0.23%
+160,046
124
$8.2M 0.22%
45,450
-29,346
125
$8.15M 0.22%
97,711
-334,522
3 4
5
6 7