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
$3.97B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$78.9M
3
+$54.6M
4
SE
Spectra Energy Corp Wi
SE
+$48.5M
5
MSFT icon
Microsoft
MSFT
+$31.2M

Top Sells

1
+$419M
2
+$59.3M
3
+$49.7M
4
WDC icon
Western Digital
WDC
+$31.3M
5
AMZN icon
Amazon
AMZN
+$30.5M

Sector Composition

1 Industrials 23.75%
2 Healthcare 17.43%
3 Financials 16.04%
4 Consumer Discretionary 12.44%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.12M 0.1%
81,666
-214,869
152
$4.09M 0.1%
187,219
+39,325
153
$3.9M 0.1%
113,579
-206,800
154
$3.87M 0.1%
39,141
-132,567
155
$3.47M 0.09%
72,309
+13,784
156
$3.3M 0.08%
70,000
-421,570
157
$3.29M 0.08%
250,854
+92,280
158
$3.19M 0.08%
33,126
+5,863
159
$3.11M 0.08%
89,448
-103,524
160
$3.1M 0.08%
+124,776
161
$3M 0.08%
110,268
+65,675
162
$2.94M 0.07%
173,216
+94,048
163
$2.86M 0.07%
22,930
+8,638
164
$2.8M 0.07%
50,506
+18,659
165
$2.62M 0.07%
+111,336
166
$2.57M 0.06%
150,000
167
$2.5M 0.06%
38,330
+17,252
168
$2.45M 0.06%
513,500
169
$2.39M 0.06%
30,524
-209
170
$2.18M 0.05%
26,090
-6,594
171
$2.17M 0.05%
+383,248
172
$2.17M 0.05%
+50,000
173
$2.15M 0.05%
+21,001
174
$2.15M 0.05%
15,245
175
$2.13M 0.05%
381,924
-163,580
5 6
7
8 9