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
$3.09B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$155M
3
+$114M
4
ABBV icon
AbbVie
ABBV
+$70.1M
5
GE icon
GE Aerospace
GE
+$67.5M

Top Sells

1
+$81.8M
2
+$59.9M
3
+$43.8M
4
BHP icon
BHP
BHP
+$40.7M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Sector Composition

1 Financials 25.43%
2 Industrials 23.02%
3 Healthcare 16.49%
4 Technology 10.84%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.6M 0.08%
33,354
+9,503
152
$2.59M 0.08%
82,070
+41,378
153
$2.54M 0.08%
+84,834
154
$2.35M 0.08%
+88,361
155
$2.21M 0.07%
+100,000
156
$2M 0.06%
20,683
-65
157
$1.93M 0.06%
+92,412
158
$1.74M 0.06%
+22,417
159
$1.73M 0.06%
+15,178
160
$1.72M 0.06%
+25,594
161
$1.67M 0.05%
19,416
+3,062
162
$1.64M 0.05%
+103,490
163
$1.61M 0.05%
+53,829
164
$1.49M 0.05%
10,932
-49
165
$1.38M 0.04%
8,900
+1,932
166
$1.36M 0.04%
+27,826
167
$1.34M 0.04%
31,062
+24,182
168
$1.32M 0.04%
47,874
+6,358
169
$1.31M 0.04%
+15,000
170
$1.3M 0.04%
93,582
+20,317
171
$1.3M 0.04%
24,585
+3,715
172
$1.26M 0.04%
+28,017
173
$1.25M 0.04%
13,154
-111,447
174
$1.22M 0.04%
33,676
-722,634
175
$1.17M 0.04%
30,615
+14,080
5 6
7
8 9