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
$7.02B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$74.2M
3
+$71.2M
4
IP icon
International Paper
IP
+$64.7M
5
SAIA icon
Saia
SAIA
+$48M

Top Sells

1
+$111M
2
+$99.1M
3
+$65.7M
4
LIN icon
Linde
LIN
+$65.7M
5
ELV icon
Elevance Health
ELV
+$61.6M

Sector Composition

1 Technology 21.54%
2 Financials 17.71%
3 Industrials 16.28%
4 Consumer Discretionary 16.07%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.5M 0.18%
+325,500
127
$12.1M 0.17%
24,878
+1,081
128
$11.9M 0.17%
448,076
-12,051
129
$11.6M 0.17%
484,803
-1,658,814
130
$11.6M 0.17%
75,508
+10,867
131
$11.5M 0.16%
18,373
-1,713
132
$11.5M 0.16%
120,988
-286,928
133
$11M 0.16%
19,239
+2,374
134
$10.9M 0.15%
+928,337
135
$10.9M 0.15%
21,476
-40,981
136
$10.8M 0.15%
149,307
-125,243
137
$10.4M 0.15%
473,564
-69,340
138
$10.3M 0.15%
24,640
-156,886
139
$10.3M 0.15%
181,753
-26,071
140
$10.3M 0.15%
199,482
-17,235
141
$9.93M 0.14%
212,834
+36,290
142
$9.78M 0.14%
90,468
+42,574
143
$9.76M 0.14%
256,395
-10,650
144
$9.75M 0.14%
67,694
-1,796
145
$9.69M 0.14%
83,472
+11,278
146
$9.35M 0.13%
+51,000
147
$9.2M 0.13%
141,132
-75,495
148
$8.59M 0.12%
23,290
-166,974
149
$8.36M 0.12%
28,155
+6,450
150
$8.11M 0.12%
81,553
-2,265
4 5
6
7 8