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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.7M 0.23%
128,926
-201,518
127
$17.4M 0.23%
49,254
+10,041
128
$17.1M 0.22%
1,185,092
+172,000
129
$17.1M 0.22%
130,034
+91,109
130
$16.6M 0.22%
+560,038
131
$16.6M 0.22%
384,632
+53,927
132
$16.3M 0.21%
549,533
-269,587
133
$16.2M 0.21%
192,681
+3,513
134
$15.5M 0.2%
+97,290
135
$15.5M 0.2%
356,700
+60,700
136
$15.5M 0.2%
226,220
137
$15.3M 0.2%
384,519
+135,991
138
$15.3M 0.2%
+299,046
139
$15.3M 0.2%
408,731
-38,791
140
$14.6M 0.19%
158,740
+45,502
141
$14.5M 0.19%
198,400
142
$14.4M 0.19%
298,387
143
$14.2M 0.19%
278,464
+91,500
144
$14.2M 0.19%
342,331
-29,319
145
$14.1M 0.18%
497,700
+96,300
146
$14.1M 0.18%
220,384
+215,817
147
$13.6M 0.18%
+116,697
148
$13.4M 0.17%
115,200
+19,735
149
$13.3M 0.17%
291,627
+49,632
150
$13.1M 0.17%
1,629,817
-1,020,656
4 5
6
7 8