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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.9M 0.3%
197,851
-158,057
102
$22.7M 0.3%
1,689,989
+1,150,352
103
$22.6M 0.3%
+270,492
104
$22.3M 0.29%
217,748
-60,209
105
$21.5M 0.28%
290,088
+31,740
106
$21.3M 0.28%
+1,700,000
107
$21.2M 0.28%
119,569
+116,961
108
$21.2M 0.28%
542,690
+32,991
109
$20.9M 0.27%
184,317
-1,774
110
$20.9M 0.27%
148,147
+46,340
111
$20.9M 0.27%
738,707
+346,055
112
$20.8M 0.27%
4,185,000
+144,160
113
$20.8M 0.27%
+431,736
114
$20.3M 0.26%
+265,490
115
$19.8M 0.26%
379,600
-32,940
116
$19.7M 0.26%
154,880
+580
117
$19.3M 0.25%
139,930
-26,495
118
$19.3M 0.25%
202,628
+8,760
119
$19.2M 0.25%
311,214
+122,467
120
$19.2M 0.25%
840,189
-104,382
121
$19.1M 0.25%
934,140
+1,740
122
$18.5M 0.24%
192,739
+21,290
123
$18.1M 0.24%
714,959
+190,496
124
$18M 0.24%
200,550
+19,100
125
$18M 0.24%
157,343
+38,308
3 4
5
6 7