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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.3M 0.29%
142,800
-61,500
102
$10.1M 0.28%
+144,500
103
$9.87M 0.28%
287,626
+252,939
104
$9.85M 0.28%
79,939
-80,159
105
$9.65M 0.27%
63,548
+61,992
106
$9.6M 0.27%
76,992
+43,282
107
$9.58M 0.27%
+258,624
108
$9.55M 0.27%
570,235
-92,965
109
$9.54M 0.27%
181,088
+86,839
110
$9.52M 0.27%
80,555
-3,026
111
$9.41M 0.26%
180,000
112
$9.32M 0.26%
223,245
-5,288
113
$9.07M 0.25%
189,506
-332,169
114
$9.02M 0.25%
166,463
-16,861
115
$8.69M 0.24%
283,204
-272,611
116
$8.5M 0.24%
558,398
+259,963
117
$8.39M 0.23%
419,000
-226,000
118
$8.19M 0.23%
419,323
-323,885
119
$8.02M 0.22%
+324,800
120
$7.97M 0.22%
+80,700
121
$7.69M 0.22%
43,237
-2,213
122
$7.62M 0.21%
+148,000
123
$7.62M 0.21%
86,009
+15,239
124
$7.53M 0.21%
353,544
-4,667
125
$7.48M 0.21%
+236,400
3 4
5
6 7