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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.65M 0.13%
125,819
-11,726
152
$7.63M 0.13%
202,114
+11,170
153
$7.63M 0.13%
+797,443
154
$7.6M 0.13%
303,500
-20,500
155
$7.46M 0.12%
142,714
-1,445
156
$7.3M 0.12%
101,939
+37,015
157
$7.23M 0.12%
+141,361
158
$7.21M 0.12%
246,671
-55,836
159
$7.19M 0.12%
+171,767
160
$7.07M 0.12%
104,789
+4,552
161
$7.01M 0.12%
+28,100
162
$6.76M 0.11%
+119,395
163
$6.54M 0.11%
131,909
+41,905
164
$6.48M 0.11%
+152,179
165
$6.41M 0.11%
+188,774
166
$6.39M 0.11%
224,133
-125,985
167
$6.3M 0.1%
267,068
-2,943,998
168
$6.25M 0.1%
40,069
+8,714
169
$6.25M 0.1%
144,760
-46,308
170
$5.89M 0.1%
+133,538
171
$5.73M 0.1%
+138,027
172
$5.64M 0.09%
30,098
-8,470
173
$5.59M 0.09%
+27,714
174
$5.47M 0.09%
+354,077
175
$5.11M 0.09%
24,449
+21,497
5 6
7
8 9