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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.72M 0.13%
+104,515
152
$4.58M 0.12%
94,249
-3,922
153
$4.5M 0.12%
81,968
-161,600
154
$4.3M 0.12%
+182,420
155
$4.25M 0.12%
108,474
-223,787
156
$4.23M 0.12%
50,000
-288,352
157
$4.21M 0.11%
+65,400
158
$4.11M 0.11%
298,435
+47,581
159
$4.02M 0.11%
45,353
-48,104
160
$3.96M 0.11%
48,500
+4
161
$3.84M 0.1%
213,108
+130,787
162
$3.84M 0.1%
+33,710
163
$3.71M 0.1%
102,300
-111,450
164
$3.35M 0.09%
110,268
165
$3.3M 0.09%
+539,276
166
$3.1M 0.08%
61,214
-347,450
167
$3.08M 0.08%
31,724
-1,402
168
$3.01M 0.08%
75,238
+42,030
169
$2.83M 0.08%
30,524
170
$2.76M 0.08%
55,746
-95,725
171
$2.57M 0.07%
42,765
+6,745
172
$2.3M 0.06%
60,400
+10,400
173
$2.27M 0.06%
150,000
174
$2.21M 0.06%
41,782
+10,700
175
$2.16M 0.06%
14,251
-994
5 6
7
8 9