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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.2M 0.22%
+5,246,917
127
$16.2M 0.22%
320,300
+85,000
128
$15.9M 0.22%
1,049,300
-50,700
129
$15.7M 0.21%
375,127
-79,530
130
$15.5M 0.21%
71,638
-98,349
131
$15.4M 0.21%
357,317
-106,045
132
$15.4M 0.21%
150,400
-10,300
133
$15.4M 0.21%
555,705
-90,911
134
$15.3M 0.21%
189,618
-161,127
135
$15M 0.2%
247,730
-165,833
136
$14.8M 0.2%
472,200
-64,400
137
$14.8M 0.2%
54,464
-179,194
138
$14.7M 0.2%
258,900
+47,900
139
$14.4M 0.2%
145,269
+3,395
140
$14.3M 0.2%
176,366
+21,621
141
$14.1M 0.19%
88,213
-52,808
142
$13.9M 0.19%
205,229
+9,373
143
$13.8M 0.19%
77,266
-109,393
144
$13.8M 0.19%
451,666
+47,805
145
$13.2M 0.18%
149,475
-113,772
146
$12.8M 0.17%
244,539
+61,833
147
$12.7M 0.17%
+193,327
148
$12.7M 0.17%
90,562
-85,065
149
$12.6M 0.17%
435,672
-38,475
150
$12.4M 0.17%
443,942
+134,162
4 5
6
7 8