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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.23M 0.2%
+121,800
127
$7.16M 0.2%
161,761
-118,069
128
$7.04M 0.2%
298,526
-189,589
129
$6.88M 0.19%
130,319
-47,511
130
$6.26M 0.18%
20,004
-35,162
131
$6.15M 0.17%
286,320
+103,900
132
$5.99M 0.17%
366,974
-143,196
133
$5.75M 0.16%
+50,700
134
$5.58M 0.16%
24,890
135
$5.35M 0.15%
79,068
-2,900
136
$4.94M 0.14%
+5,319
137
$4.86M 0.14%
106,020
-31,897
138
$4.7M 0.13%
+57,879
139
$4.69M 0.13%
84,135
-133,932
140
$4.65M 0.13%
66,000
-39,200
141
$4.59M 0.13%
+864,000
142
$4.25M 0.12%
231,357
+18,249
143
$4.15M 0.12%
+61,206
144
$4.14M 0.12%
+267,000
145
$4.08M 0.11%
142,974
-49,385
146
$3.67M 0.1%
27,297
-40,821
147
$3.42M 0.1%
31,724
148
$3.42M 0.1%
+272,499
149
$3.23M 0.09%
45,000
-1,206,006
150
$3.21M 0.09%
81,816
-472,134
4 5
6
7 8