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
$7.44B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$139M
3
+$70.9M
4
SYK icon
Stryker
SYK
+$60.2M
5
JEF icon
Jefferies Financial Group
JEF
+$58.2M

Top Sells

1
+$103M
2
+$98.9M
3
+$64.6M
4
TFII icon
TFI International
TFII
+$55.5M
5
WFC icon
Wells Fargo
WFC
+$51.7M

Sector Composition

1 Technology 28.95%
2 Industrials 13.52%
3 Healthcare 12.06%
4 Financials 11.7%
5 Consumer Discretionary 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.2M 0.27%
2,013,708
-347,323
102
$20.1M 0.27%
270,780
+52,249
103
$19.6M 0.26%
313,100
+26,350
104
$18.8M 0.25%
533,772
-596,386
105
$18.6M 0.25%
306,950
-533,374
106
$18.3M 0.25%
47,361
+45,198
107
$18.1M 0.24%
+612,989
108
$17.4M 0.23%
117,864
+13,933
109
$17M 0.23%
257,707
-74,951
110
$17M 0.23%
345,169
+141,655
111
$16.2M 0.22%
81,521
+9,013
112
$16M 0.22%
51,837
-9,070
113
$16M 0.21%
129,036
+18,179
114
$15.8M 0.21%
+214,783
115
$15M 0.2%
304,052
-213,664
116
$14.9M 0.2%
442,925
-1,112,179
117
$14.8M 0.2%
341,687
-61,423
118
$14.2M 0.19%
378,120
-598,758
119
$14.2M 0.19%
165,119
-220,968
120
$14.1M 0.19%
69,928
-20,972
121
$13.9M 0.19%
+103,024
122
$13.6M 0.18%
+192,737
123
$13.5M 0.18%
176,654
-394,449
124
$13.3M 0.18%
96,578
-25,027
125
$12.9M 0.17%
62,748
+5,477
3 4
5
6 7