AIM
Artemis Investment Management Portfolio holdings
AUM
$8.28B
1-Year Est. Return
51.32%
This Fund
S&P 500
1 Year Est. Return
+51.32%
AUM
$8.28B
AUM Growth
+$242M
(+3%)
Holding
233
Top Buys
| 1 | +$127M | |
| 2 | +$125M | |
| 3 | +$94M | |
| 4 |
First Horizon
FHN
|
+$84.2M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$83.7M |
Top Sells
| 1 | +$121M | |
| 2 | +$118M | |
| 3 | +$105M | |
| 4 |
Hess Midstream
HESM
|
+$96.6M |
| 5 |
Simon Property Group
SPG
|
+$91.8M |
Sector Composition
| 1 | Financials | 23% |
| 2 | Technology | 17.5% |
| 3 | Industrials | 13.41% |
| 4 | Healthcare | 13.27% |
| 5 | Consumer Discretionary | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Coca-Cola
KO
$348B
| $13.1M | 0.16% |
187,858
-445,472
|
|
||
127
Ulta Beauty
ULTA
$29.9B
| $12.9M | 0.16% |
21,318
-3,681
|
|
||
128
Altria Group
MO
$116B
| $12.2M | 0.15% |
211,775
-7,466
|
|
||
129
CMS Energy
CMS
$23.9B
| $12.1M | 0.15% |
172,501
-76,069
|
|
||
130
Danaher
DHR
$146B
| $11.7M | 0.14% |
50,970
-14,664
|
|
||
131
Johnson & Johnson
JNJ
$599B
| $11.6M | 0.14% |
56,163
+24,216
|
|
||
|
SW
132
Smurfit Westrock
SW
$24.3B
| $11.4M | 0.14% |
293,683
-17,106
|
|
||
133
TransDigm Group
TDG
$74.9B
| $11.4M | 0.14% |
8,537
-33,537
|
|
||
134
Check Point Software Technologies
CHKP
$16.5B
| $11.2M | 0.14% |
60,242
-4,693
|
|
||
135
Planet Fitness
PLNT
$6.52B
| $10.9M | 0.13% |
100,486
-679,248
|
|
||
136
Primerica
PRI
$8.17B
| $10.8M | 0.13% |
41,634
+5,318
|
|
||
137
BJs Wholesale Club
BJ
$13B
| $10M | 0.12% |
111,164
-274,503
|
|
||
138
McKesson
MCK
$121B
| $9.57M | 0.12% |
11,671
+7,000
|
|
||
139
International Paper
IP
$22.4B
| $9.05M | 0.11% |
229,846
-285,972
|
|
||
140
Qualcomm
QCOM
$147B
| $8.68M | 0.1% |
50,719
+8,048
|
|
||
141
Halozyme
HALO
$8.19B
| $7.71M | 0.09% |
114,596
+14,638
|
|
||
142
Progressive
PGR
$124B
| $7.56M | 0.09% |
33,207
-24,509
|
|
||
143
Robinhood
HOOD
$69.2B
| $7.24M | 0.09% |
64,047
-70,653
|
|
||
144
State Street
STT
$35.7B
| $7.24M | 0.09% |
+56,119
|
|
||
145
American International
AIG
$43.4B
| $6.8M | 0.08% |
+79,469
|
|
||
146
Gilead Sciences
GILD
$185B
| $6.72M | 0.08% |
54,712
+6,988
|
|
||
147
CVS Health
CVS
$103B
| $5.94M | 0.07% |
+74,851
|
|
||
148
AutoZone
AZO
$63.2B
| $5.93M | 0.07% |
1,748
-1,336
|
|
||
|
SNDK
149
Sandisk
SNDK
$89.7B
| $4.99M | 0.06% |
21,038
-27,077
|
|
||
150
Canadian Pacific Kansas City
CP
$79.4B
| $3.98M | 0.05% |
54,045
-95,367
|
|