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
$3.09B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$155M
3
+$114M
4
ABBV icon
AbbVie
ABBV
+$70.1M
5
GE icon
GE Aerospace
GE
+$67.5M

Top Sells

1
+$81.8M
2
+$59.9M
3
+$43.8M
4
BHP icon
BHP
BHP
+$40.7M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Sector Composition

1 Financials 25.43%
2 Industrials 23.02%
3 Healthcare 16.49%
4 Technology 10.84%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.59M 0.15%
+73,290
127
$4.57M 0.15%
+86,656
128
$4.53M 0.15%
43,539
-30,299
129
$4.31M 0.14%
+120,520
130
$4.17M 0.14%
96,124
+2,158
131
$4.01M 0.13%
59,416
+2,430
132
$4.01M 0.13%
255,652
+69,585
133
$3.95M 0.13%
+136,500
134
$3.72M 0.12%
+59,740
135
$3.35M 0.11%
67,937
-8,649
136
$3.33M 0.11%
409,560
-89,110
137
$3.29M 0.11%
97,150
+68,932
138
$3.22M 0.1%
39,749
+20,461
139
$3.14M 0.1%
+52,810
140
$3.02M 0.1%
+59,073
141
$3M 0.1%
51,905
+1,440
142
$2.96M 0.1%
+21,365
143
$2.94M 0.1%
32,570
+6,745
144
$2.89M 0.09%
255,362
-33,419
145
$2.87M 0.09%
73,275
+39,703
146
$2.87M 0.09%
46,928
-81,750
147
$2.86M 0.09%
+46,582
148
$2.69M 0.09%
31,896
-28,440
149
$2.69M 0.09%
23,850
+16,898
150
$2.6M 0.08%
+61,013
4 5
6
7 8