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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$198M
3
+$160M
4
AAPL icon
Apple
AAPL
+$120M
5
JPM icon
JPMorgan Chase
JPM
+$118M

Top Sells

1
+$195M
2
+$101M
3
+$76.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
AMED
Amedisys
AMED
+$70.9M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37M 0.29%
178,710
-29,700
102
$36.7M 0.29%
291,854
-21,769
103
$36.5M 0.29%
2,262,178
+28,497
104
$35.9M 0.28%
982,058
+15,435
105
$35.7M 0.28%
373,670
-31,699
106
$35.2M 0.28%
105,421
-106,274
107
$35.1M 0.28%
504,195
-51,598
108
$34.9M 0.28%
109,097
+2,655
109
$34.8M 0.28%
527,604
-318,262
110
$34.7M 0.28%
60,410
+1,087
111
$34.6M 0.27%
+626,909
112
$34.2M 0.27%
197,610
-30,728
113
$34.2M 0.27%
+561,479
114
$33.9M 0.27%
291,496
-500,564
115
$33.3M 0.26%
1,023,248
-122,436
116
$33M 0.26%
77,703
+4,587
117
$32.7M 0.26%
40,894
-17,532
118
$32.6M 0.26%
1,168,847
+898,153
119
$32.1M 0.25%
337,118
-127,496
120
$31.6M 0.25%
464,697
+186,428
121
$31.5M 0.25%
682,204
-12,622
122
$31.4M 0.25%
568,061
+8,310
123
$31.3M 0.25%
223,647
-11,248
124
$29.3M 0.23%
811,366
+116,948
125
$29.2M 0.23%
172,970
+6,063
3 4
5
6 7