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AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+8%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
126
Altria Group
MO
$109B
$14.5M 0.15%
220,450
+8,675
+4% +$558K
COR icon
127
Cencora
COR
$63.6B
$14M 0.15%
44,434
+3,697
+9% +$1.29M
VG
128
Venture Global Inc
VG
$33B
$13.9M 0.15%
+879,655
New +$9.43M
F icon
129
Ford
F
$55.7B
$13.3M 0.14%
+1,156,044
New +$15.2M
CRH icon
130
CRH
CRH
$67.3B
$11.9M 0.13%
113,610
-469,718
-81% -$55.2M
AON icon
131
Aon
AON
$75.6B
$11.9M 0.13%
36,724
-4,505
-11% -$1.5M
AKAM icon
132
Akamai
AKAM
$16.8B
$11.8M 0.12%
+102,454
New +$10.3M
SW
133
Smurfit Westrock
SW
$26.1B
$11.6M 0.12%
291,448
-2,235
-0.8% -$96.4K
AXGN icon
134
Axogen
AXGN
$2.6B
$11.6M 0.12%
+349,888
New +$11.4M
MEDP icon
135
Medpace
MEDP
$16.9B
$11.5M 0.12%
+24,010
New +$12.3M
MCK icon
136
McKesson
MCK
$105B
$10.3M 0.11%
11,942
+271
+2% +$242K
PRI icon
137
Primerica
PRI
$9.65B
$10.3M 0.11%
40,934
-700
-2% -$181K
MIR icon
138
Mirion Technologies
MIR
$3.79B
$10M 0.11%
539,134
-1,432,577
-73% -$32.3M
GIL icon
139
Gildan
GIL
$10.8B
$9.91M 0.11%
+178,018
New +$11.5M
LYV icon
140
Live Nation Entertainment
LYV
$42.7B
$9.72M 0.1%
63,720
-139,616
-69% -$21.1M
NEM icon
141
Newmont
NEM
$123B
$9.37M 0.1%
86,540
-46,745
-35% -$5.39M
HOOD icon
142
Robinhood
HOOD
$84.9B
$9.26M 0.1%
133,580
+69,533
+109% +$6.1M
LNG icon
143
Cheniere Energy
LNG
$54.8B
$9.19M 0.1%
+32,370
New +$7.47M
DLX icon
144
Deluxe
DLX
$1.1B
$9.13M 0.1%
+331,455
New +$8.67M
STT icon
145
State Street
STT
$51.4B
$8.6M 0.09%
67,960
+11,841
+21% +$1.51M
STLD icon
146
Steel Dynamics
STLD
$37.8B
$7.75M 0.08%
43,034
+21,222
+97% +$3.86M
SNDK
147
Sandisk
SNDK
$186B
$7.62M 0.08%
11,987
-9,051
-43% -$5.11M
GILD icon
148
Gilead Sciences
GILD
$168B
$7.38M 0.08%
52,961
-1,751
-3% -$245K
PSX icon
149
Phillips 66
PSX
$89.4B
$7.27M 0.08%
+39,910
New +$6.25M
HALO icon
150
Halozyme
HALO
$11.6B
$7.16M 0.08%
110,860
-3,736
-3% -$263K
4 5
6
7 8

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BHCM
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GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VLKIM
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SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
DWM
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HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.