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
$7.77B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$97.2M
3
+$79.9M
4
CCL icon
Carnival Corp
CCL
+$74.6M
5
HES
Hess
HES
+$72.4M

Top Sells

1
+$106M
2
+$74.9M
3
+$70.1M
4
BURL icon
Burlington
BURL
+$66.6M
5
BOOT icon
Boot Barn
BOOT
+$64.5M

Sector Composition

1 Technology 20.36%
2 Financials 17.84%
3 Industrials 17.6%
4 Consumer Discretionary 11.56%
5 Healthcare 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
126
Pfizer
PFE
$145B
$16.9M 0.22%
698,642
+114,436
NFLX icon
127
Netflix
NFLX
$474B
$16.5M 0.21%
12,298
+7,391
MO icon
128
Altria Group
MO
$96.9B
$16.1M 0.21%
274,287
POST icon
129
Post Holdings
POST
$5.76B
$16M 0.21%
+147,136
CHKP icon
130
Check Point Software Technologies
CHKP
$21.4B
$16M 0.2%
+72,097
GPOR icon
131
Gulfport Energy Corp
GPOR
$4.06B
$15.8M 0.2%
78,614
+38,344
TMO icon
132
Thermo Fisher Scientific
TMO
$219B
$15.7M 0.2%
38,802
-49,229
STLD icon
133
Steel Dynamics
STLD
$22.9B
$14.5M 0.19%
113,236
+74,241
TAC icon
134
TransAlta
TAC
$4.42B
$14.2M 0.18%
1,319,725
+376,763
VZ icon
135
Verizon
VZ
$172B
$13.9M 0.18%
+320,280
RTX icon
136
RTX Corp
RTX
$235B
$13.7M 0.18%
+94,031
SYF icon
137
Synchrony
SYF
$26.6B
$13.1M 0.17%
195,585
+67,295
PRI icon
138
Primerica
PRI
$8.08B
$12.5M 0.16%
45,604
HEI icon
139
HEICO Corp
HEI
$44.1B
$12.1M 0.16%
36,958
+8,469
CRM icon
140
Salesforce
CRM
$233B
$12M 0.15%
44,177
-18,486
QCOM icon
141
Qualcomm
QCOM
$188B
$12M 0.15%
75,508
CAVA icon
142
CAVA Group
CAVA
$5.52B
$11.3M 0.14%
+134,089
EFX icon
143
Equifax
EFX
$25.6B
$11M 0.14%
42,601
-2,918
INDI icon
144
indie Semiconductor
INDI
$804M
$10.8M 0.14%
3,039,160
-3,502,137
MUSA icon
145
Murphy USA
MUSA
$6.73B
$10.5M 0.13%
+25,725
DECK icon
146
Deckers Outdoor
DECK
$12.1B
$10.4M 0.13%
100,734
+97,413
AXP icon
147
American Express
AXP
$247B
$10.3M 0.13%
32,374
-2,576
SW
148
Smurfit Westrock
SW
$17.9B
$10.1M 0.13%
233,475
-288,430
COR icon
149
Cencora
COR
$70.6B
$9.97M 0.13%
33,248
+15,031
PM icon
150
Philip Morris
PM
$240B
$9.88M 0.13%
+54,260
4 5
6
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