AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$119M
3
+$115M
4
AMAT icon
Applied Materials
AMAT
+$113M
5
AAPL icon
Apple
AAPL
+$93.6M

Top Sells

1
+$116M
2
+$108M
3
+$78.8M
4
ELV icon
Elevance Health
ELV
+$77.1M
5
BAH icon
Booz Allen Hamilton
BAH
+$75.7M

Sector Composition

1 Financials 21.78%
2 Technology 19.43%
3 Industrials 15.27%
4 Consumer Discretionary 13.21%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.3M 0.3%
+126,061
102
$31.2M 0.3%
346,570
-424,425
103
$31.1M 0.3%
329,129
+15,635
104
$30.7M 0.29%
+257,154
105
$30.4M 0.29%
306,488
-110,684
106
$30.4M 0.29%
1,815,382
-759,989
107
$29.9M 0.28%
395,737
-206,479
108
$29.2M 0.28%
+135,979
109
$29.1M 0.28%
218,385
+166,748
110
$28.7M 0.27%
371,290
+162,058
111
$28.6M 0.27%
201,186
+8,820
112
$28.6M 0.27%
+362,870
113
$28.3M 0.27%
782,651
+271,247
114
$27.6M 0.26%
260,917
-9,960
115
$27.5M 0.26%
868,034
-1,287,353
116
$27.4M 0.26%
6,324,435
+300,920
117
$27.2M 0.26%
+443,400
118
$27M 0.26%
210,748
+22,852
119
$26.9M 0.25%
741,823
+207,837
120
$26.7M 0.25%
+448,150
121
$26.5M 0.25%
2,241,780
-1,540,985
122
$26.4M 0.25%
406,007
-139,395
123
$26.4M 0.25%
460,132
-1,153,020
124
$26M 0.25%
291,282
+111,514
125
$25.8M 0.24%
+290,744
3 4
5
6 7