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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.6M 0.18%
192,700
-1,800
127
$10.5M 0.18%
518,466
-149,877
128
$10.4M 0.17%
+5,391
129
$10.1M 0.17%
58,305
-79,944
130
$9.87M 0.16%
+46,490
131
$9.79M 0.16%
127,300
-1,200
132
$9.64M 0.16%
47,901
+14,702
133
$9.62M 0.16%
84,040
+30,593
134
$9.54M 0.16%
140,300
+25,000
135
$9.39M 0.16%
190,398
-70,918
136
$9.39M 0.16%
+524,000
137
$9.32M 0.16%
304,656
-48,468
138
$9.21M 0.15%
288,300
-86,600
139
$8.98M 0.15%
609,600
-200,000
140
$8.88M 0.15%
+69,179
141
$8.71M 0.15%
+40,692
142
$8.68M 0.14%
82,580
-133,965
143
$8.64M 0.14%
+186,829
144
$8.59M 0.14%
+535,395
145
$8.16M 0.14%
170,268
+277
146
$8.16M 0.14%
56,500
-48,659
147
$8.06M 0.13%
201,687
+20,205
148
$7.99M 0.13%
435,984
+130,363
149
$7.92M 0.13%
24,847
-49,143
150
$7.69M 0.13%
164,000
+103,700
4 5
6
7 8