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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.12M 0.22%
140,015
+89,509
127
$8.06M 0.22%
510,170
128
$7.97M 0.22%
105,200
129
$7.94M 0.22%
206,265
+80,197
130
$7.79M 0.21%
213,193
+99
131
$7.77M 0.21%
+180,000
132
$7.58M 0.21%
68,389
+23,789
133
$7.46M 0.2%
180,000
134
$7.25M 0.2%
+98,500
135
$6.98M 0.19%
97,900
+40,800
136
$6.83M 0.19%
212,419
+90,372
137
$6.78M 0.18%
+393,221
138
$6.67M 0.18%
+525,700
139
$6.59M 0.18%
+358,211
140
$6.57M 0.18%
260,084
-857,987
141
$6.44M 0.18%
70,770
-118,570
142
$6.38M 0.17%
85,998
-119,935
143
$6.34M 0.17%
137,917
+65,608
144
$5.85M 0.16%
24,890
145
$5.79M 0.16%
107,458
+7,437
146
$5.38M 0.15%
60,000
-40,000
147
$5.31M 0.14%
1,200,000
+686,500
148
$5.2M 0.14%
67,377
+58,678
149
$5.15M 0.14%
192,359
+9,260
150
$5.08M 0.14%
+138,510
4 5
6
7 8