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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.1M 0.24%
308,587
+5,900
127
$19.6M 0.23%
528,088
-9,678
128
$19.4M 0.23%
210,874
+63,554
129
$19.3M 0.23%
127,473
+84,091
130
$19.1M 0.23%
52,596
-33,410
131
$19.1M 0.23%
197,376
+48,873
132
$19M 0.22%
916,040
-27,000
133
$18.9M 0.22%
340,736
+152,231
134
$18.6M 0.22%
79,661
+17,901
135
$18.5M 0.22%
474,147
+62,643
136
$18.5M 0.22%
1,400,000
-200,000
137
$18.3M 0.22%
271,086
+2,135
138
$18.2M 0.22%
454,657
+24,949
139
$18M 0.21%
378,033
+70,326
140
$17.8M 0.21%
195,791
+1,930
141
$17.7M 0.21%
223,120
142
$17.5M 0.21%
+434,984
143
$17.4M 0.2%
316,992
+28,796
144
$17.2M 0.2%
56,764
+16,936
145
$17.2M 0.2%
416,189
+76,914
146
$17M 0.2%
646,616
+7,337
147
$16.6M 0.2%
292,640
-46,705
148
$16.6M 0.2%
536,600
-16,000
149
$16.4M 0.19%
1,100,000
+219,000
150
$16.3M 0.19%
+119,924
4 5
6
7 8