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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.7M 0.34%
438,784
+98,048
102
$23.6M 0.32%
208,354
-760
103
$23.5M 0.32%
109,393
-38,012
104
$23.4M 0.32%
277,356
-1,880
105
$23M 0.31%
39,992
-9,394
106
$22.9M 0.31%
312,840
+15,450
107
$22.8M 0.31%
235,634
+38,258
108
$22.8M 0.31%
192,826
-127,596
109
$22.6M 0.31%
+149,390
110
$19.7M 0.27%
396,197
+18,164
111
$19.4M 0.27%
83,496
+3,835
112
$19.4M 0.26%
101,093
-27,339
113
$19.3M 0.26%
436,180
+19,991
114
$19.3M 0.26%
140,849
-27,289
115
$19.2M 0.26%
493,757
+82,538
116
$18.7M 0.26%
324,382
-396,201
117
$18.2M 0.25%
297,387
-11,200
118
$17.8M 0.24%
397,037
+121,299
119
$17.8M 0.24%
172,027
-704,984
120
$17.6M 0.24%
464,872
-655,908
121
$17.5M 0.24%
179,026
-20,808
122
$17.3M 0.24%
1,220,000
-180,000
123
$17.1M 0.23%
374,337
+137,391
124
$16.9M 0.23%
198,431
-12,443
125
$16.3M 0.22%
324,069
-372,912
3 4
5
6 7