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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.6M 0.31%
186,974
-284,583
102
$29.4M 0.31%
1,463,489
+1,096,321
103
$29.3M 0.31%
137,745
+4,869
104
$29M 0.3%
545,402
-65,008
105
$28.7M 0.3%
+220,456
106
$28.7M 0.3%
182,402
-523,772
107
$28.5M 0.3%
789,028
+25,227
108
$28.1M 0.29%
237,314
+11,146
109
$27.6M 0.29%
+497,365
110
$27.5M 0.29%
61,504
-2,445
111
$27M 0.28%
+270,877
112
$27M 0.28%
187,896
-9,748
113
$26.8M 0.28%
511,404
+435,650
114
$26.2M 0.27%
+384,035
115
$26.2M 0.27%
+148,502
116
$26M 0.27%
479,500
+41,610
117
$25.5M 0.27%
203,520
-178,965
118
$25.1M 0.26%
961,881
+30,198
119
$24.6M 0.26%
604,733
-89,137
120
$24.6M 0.26%
59,855
-10,700
121
$24.4M 0.26%
+286,340
122
$24.1M 0.25%
+233,581
123
$24M 0.25%
91,683
-11,937
124
$23.6M 0.25%
192,366
+101,936
125
$23.6M 0.25%
96,105
-3,807
3 4
5
6 7