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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.15M 0.09%
80,329
-125,936
152
$3.06M 0.09%
+188,275
153
$2.96M 0.08%
+26,011
154
$2.9M 0.08%
75,238
155
$2.81M 0.08%
24,895
-5,629
156
$2.8M 0.08%
17,336
-52,137
157
$2.77M 0.08%
55,746
158
$2.72M 0.08%
98,870
+32,018
159
$2.68M 0.07%
34,123
+7,584
160
$2.67M 0.07%
61,630
+1,230
161
$2.52M 0.07%
24,526
+5,811
162
$2.42M 0.07%
135,000
-15,000
163
$2.36M 0.07%
43,071
-116,975
164
$2.35M 0.07%
+81,836
165
$2.15M 0.06%
33,867
-435
166
$2.1M 0.06%
42,098
-139,610
167
$2.02M 0.06%
20,000
-40,000
168
$1.92M 0.05%
+78,335
169
$1.92M 0.05%
60,000
-290,000
170
$1.82M 0.05%
66,088
171
$1.77M 0.05%
32,995
-9,770
172
$1.73M 0.05%
66,401
+7,127
173
$1.61M 0.05%
57,676
-52,592
174
$1.59M 0.04%
36,692
-365
175
$1.58M 0.04%
+84,885
5 6
7
8 9