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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15M 0.17%
138,519
-132,845
127
$14.7M 0.17%
157,177
-359,933
128
$14.5M 0.16%
1,785,555
-1,456,882
129
$14M 0.16%
66,911
-4,928
130
$13.9M 0.16%
246,090
-74,790
131
$13.9M 0.16%
272,922
-72,174
132
$13.5M 0.15%
128,449
-88,685
133
$12.4M 0.14%
109,890
-91,786
134
$12.3M 0.14%
161,054
-11,386
135
$12.2M 0.14%
860,080
-86,113
136
$11.4M 0.13%
156,476
-10,831
137
$11.4M 0.13%
+558,418
138
$11.3M 0.13%
1,848,842
-957,605
139
$10.5M 0.12%
73,519
+29,402
140
$10.2M 0.12%
246,463
-17,029
141
$9.88M 0.11%
+175,078
142
$9.81M 0.11%
290,532
-140,701
143
$9.57M 0.11%
147,453
-5,890
144
$9.49M 0.11%
109,961
-7,816
145
$9.43M 0.11%
52,269
+13,236
146
$9.13M 0.1%
+67,702
147
$9.04M 0.1%
277,990
+31,148
148
$8.98M 0.1%
+98,702
149
$8.84M 0.1%
192,394
-14,886
150
$8.82M 0.1%
124,893
+16,330
4 5
6
7 8