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
$3.97B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$78.9M
3
+$54.6M
4
SE
Spectra Energy Corp Wi
SE
+$48.5M
5
MSFT icon
Microsoft
MSFT
+$31.2M

Top Sells

1
+$419M
2
+$59.3M
3
+$49.7M
4
WDC icon
Western Digital
WDC
+$31.3M
5
AMZN icon
Amazon
AMZN
+$30.5M

Sector Composition

1 Industrials 23.75%
2 Healthcare 17.43%
3 Financials 16.04%
4 Consumer Discretionary 12.44%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.06M 0.18%
+290,400
127
$7M 0.18%
69,295
+53,601
128
$6.97M 0.18%
69,264
-48,422
129
$6.74M 0.17%
+88,100
130
$6.7M 0.17%
65,682
-48,093
131
$6.63M 0.17%
+47,621
132
$6.58M 0.17%
28,149
+8,093
133
$6.42M 0.16%
+359,229
134
$5.88M 0.15%
183,099
-302,042
135
$5.71M 0.14%
+226,145
136
$5.71M 0.14%
66,343
-8,525
137
$5.07M 0.13%
213,750
+73,750
138
$5.04M 0.13%
24,890
139
$4.89M 0.12%
570,000
+30,000
140
$4.76M 0.12%
44,600
+41,642
141
$4.73M 0.12%
18,151
-8,156
142
$4.57M 0.12%
+100,021
143
$4.41M 0.11%
+136,200
144
$4.37M 0.11%
126,068
+106,404
145
$4.36M 0.11%
+89,600
146
$4.35M 0.11%
98,171
-192,070
147
$4.28M 0.11%
+48,496
148
$4.26M 0.11%
53,308
+22,593
149
$4.21M 0.11%
+122,047
150
$4.12M 0.1%
57,100
-26,800
4 5
6
7 8