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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.1M 0.24%
218,984
102
$14M 0.23%
+193,400
103
$13.9M 0.23%
101,100
+33,300
104
$13.7M 0.23%
216,315
-46,739
105
$13.7M 0.23%
72,343
-109,178
106
$13.6M 0.23%
+150,038
107
$13.5M 0.22%
96,579
+8,284
108
$12.8M 0.21%
612,484
-97,328
109
$12.8M 0.21%
106,687
-8,806
110
$12.8M 0.21%
139,200
+73,400
111
$12.8M 0.21%
72,256
-700
112
$12.7M 0.21%
225,552
+137,820
113
$12.6M 0.21%
62,505
+4,603
114
$12.6M 0.21%
99,643
+4,691
115
$12.1M 0.2%
218,200
+7,300
116
$11.8M 0.2%
78,100
-700
117
$11.6M 0.19%
+216,900
118
$11.5M 0.19%
906,863
+468,232
119
$11.4M 0.19%
66,272
120
$11.4M 0.19%
479,596
+179,158
121
$11.3M 0.19%
393,850
+86,000
122
$11.1M 0.19%
105,912
-104,515
123
$11.1M 0.18%
159,000
-1,500
124
$10.8M 0.18%
117,100
-1,100
125
$10.6M 0.18%
6,123
-2,346
3 4
5
6 7