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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$198M
3
+$160M
4
AAPL icon
Apple
AAPL
+$120M
5
JPM icon
JPMorgan Chase
JPM
+$118M

Top Sells

1
+$195M
2
+$101M
3
+$76.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
AMED
Amedisys
AMED
+$70.9M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29M 0.23%
420,960
+5,639
127
$28.3M 0.22%
391,382
+256,016
128
$28.3M 0.22%
144,572
+36,234
129
$27.4M 0.22%
522,722
-548,804
130
$27.1M 0.21%
576,267
+391,866
131
$26.4M 0.21%
307,527
-93,743
132
$26.2M 0.21%
202,138
-72,097
133
$26M 0.21%
501,011
+8,893
134
$25.8M 0.2%
+469,573
135
$25.5M 0.2%
1,152,264
+669,116
136
$25.1M 0.2%
120,725
+48,738
137
$24.6M 0.19%
+102,588
138
$24.4M 0.19%
182,920
-9,020
139
$24.1M 0.19%
1,083,709
+825,333
140
$24M 0.19%
146,239
-101,292
141
$23.9M 0.19%
468,584
+5,889
142
$23.3M 0.18%
192,960
+3,037
143
$22.9M 0.18%
145,571
-46,846
144
$22.4M 0.18%
+58,348
145
$22.4M 0.18%
138,773
+8,565
146
$21.7M 0.17%
286,910
+14,172
147
$21.3M 0.17%
2,057,796
-186,988
148
$21.1M 0.17%
+92,717
149
$21M 0.17%
+108,729
150
$20.6M 0.16%
648,562
+9,132
4 5
6
7 8