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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24M 0.27%
207,610
+95,800
102
$23.5M 0.27%
+183,946
103
$23.5M 0.27%
90,706
-2,255
104
$23M 0.26%
449,338
-198,787
105
$22.7M 0.26%
585,204
-25,860
106
$22.2M 0.25%
+69,214
107
$21M 0.24%
+86,404
108
$20.5M 0.23%
+193,215
109
$19.9M 0.23%
13,686
+309
110
$19.2M 0.22%
+65,674
111
$19.1M 0.22%
162,115
-27,148
112
$18.5M 0.21%
+284,817
113
$18.5M 0.21%
2,454,430
-141,935
114
$18.1M 0.21%
88,259
-391,193
115
$18.1M 0.2%
113,860
+19,341
116
$18.1M 0.2%
64,129
-257,873
117
$17.9M 0.2%
+350,308
118
$17.3M 0.2%
757,858
-98,451
119
$17.3M 0.2%
117,904
+15,447
120
$17M 0.19%
87,464
+10,923
121
$16.7M 0.19%
+1,042,698
122
$16.2M 0.18%
937,372
-71,382
123
$15.6M 0.18%
183,912
-183,637
124
$15.2M 0.17%
76,306
+4,443
125
$15.1M 0.17%
512,880
-396,360
3 4
5
6 7