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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23.2M 0.24%
316,152
+249,084
127
$22.8M 0.24%
+127,517
128
$22.8M 0.24%
289,722
+46,012
129
$22.8M 0.24%
255,686
+75,559
130
$22.1M 0.23%
244,981
+83,881
131
$21.9M 0.23%
88,480
-12,485
132
$21.9M 0.23%
60,764
-1,094
133
$21.6M 0.23%
61,661
-69,296
134
$21.6M 0.23%
316,041
-371,701
135
$21.3M 0.22%
38,656
+4,144
136
$21.3M 0.22%
835,442
-79,047
137
$21.2M 0.22%
146,408
-174,832
138
$20.6M 0.22%
128,311
+4,299
139
$20.6M 0.21%
+361,238
140
$20.3M 0.21%
515,485
+17,439
141
$20.3M 0.21%
+1,003,190
142
$19.9M 0.21%
871,857
+214,659
143
$19.7M 0.21%
196,628
+51,669
144
$19.7M 0.21%
533,986
+16,668
145
$19.5M 0.2%
+225,390
146
$19.4M 0.2%
+558,304
147
$19.1M 0.2%
326,930
+12,501
148
$18.8M 0.2%
313,494
-31,451
149
$18.8M 0.2%
1,119,955
-218,693
150
$18.7M 0.2%
587,352
-58,436
4 5
6
7 8