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
$7.44B
AUM Growth
+$7.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$113M
3
+$87.4M
4
FIS icon
Fidelity National Information Services
FIS
+$63.7M
5
SPGI icon
S&P Global
SPGI
+$62.4M

Top Sells

1
+$108M
2
+$95.1M
3
+$73.1M
4
PG icon
Procter & Gamble
PG
+$62.6M
5
GM icon
General Motors
GM
+$61.5M

Sector Composition

1 Technology 22.98%
2 Healthcare 15.1%
3 Financials 15%
4 Consumer Discretionary 12.6%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.1M 0.2%
153,830
-36,941
127
$15M 0.2%
44,876
-52,144
128
$15M 0.2%
590,528
-116,544
129
$14.8M 0.2%
128,542
+22,365
130
$14.2M 0.19%
+622,475
131
$13.9M 0.19%
6,274,731
+2,361,711
132
$13.9M 0.19%
491,571
133
$13.8M 0.19%
+1,330,850
134
$13.6M 0.18%
+258,915
135
$13.5M 0.18%
70,476
-27,287
136
$13.5M 0.18%
601,860
-99,473
137
$12.9M 0.17%
340,134
+4,765
138
$12.8M 0.17%
31,512
+21,327
139
$12.6M 0.17%
605,378
+72,032
140
$12.6M 0.17%
+1,225,562
141
$12.3M 0.17%
848,935
+275,289
142
$12.3M 0.17%
224,705
-10,548
143
$12.3M 0.17%
+72,635
144
$12.2M 0.16%
+289,865
145
$12.2M 0.16%
513,366
+212,443
146
$12.1M 0.16%
179,316
-448,794
147
$11.9M 0.16%
+65,669
148
$11.8M 0.16%
+120,262
149
$11.7M 0.16%
94,423
+25,061
150
$11.6M 0.16%
230,930
4 5
6
7 8