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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.9M 0.31%
225,431
+39,631
102
$25.9M 0.31%
542,112
-26,129
103
$25.6M 0.3%
175,627
-57,776
104
$25.5M 0.3%
260,015
+117,464
105
$25.1M 0.3%
585,449
+22,527
106
$24.8M 0.29%
+786,304
107
$24.8M 0.29%
49,386
-1,868
108
$24.2M 0.29%
463,362
+293,654
109
$24.1M 0.28%
209,114
-27,753
110
$24.1M 0.28%
681,833
+82,600
111
$23.9M 0.28%
139,730
-3,700
112
$23.7M 0.28%
255,343
-22,211
113
$23.7M 0.28%
453,290
-51,941
114
$23.7M 0.28%
128,432
+83
115
$23.4M 0.28%
285,445
+89,621
116
$22.6M 0.27%
85,416
-67,801
117
$22M 0.26%
141,021
-14,676
118
$22M 0.26%
260,801
+71,929
119
$21.6M 0.26%
168,138
-3,562
120
$21.4M 0.25%
126,976
-34,067
121
$21.2M 0.25%
297,390
-37,898
122
$21.1M 0.25%
+196,342
123
$21M 0.25%
601,106
+138,158
124
$20.2M 0.24%
+199,834
125
$20.2M 0.24%
413,563
+3,614
3 4
5
6 7