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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.1M 0.17%
224,127
+26,179
152
$13M 0.17%
126,310
-254,890
153
$12.8M 0.17%
624,941
+114,048
154
$12.3M 0.16%
111,686
-57,749
155
$12.3M 0.16%
1,574,276
-4,223,953
156
$12.2M 0.16%
+312,348
157
$12.1M 0.16%
51,382
+6,743
158
$12.1M 0.16%
277,170
-93,211
159
$11.9M 0.16%
+408,185
160
$11.8M 0.15%
103,963
+22,081
161
$11.7M 0.15%
92,313
+8,611
162
$11.5M 0.15%
233,548
+31,015
163
$11.4M 0.15%
177,933
+46,607
164
$11.4M 0.15%
+521,154
165
$11.2M 0.15%
37,299
-11,668
166
$10.8M 0.14%
+163,074
167
$10.8M 0.14%
280,042
+64,382
168
$10.7M 0.14%
271,792
+22,638
169
$10.6M 0.14%
212,200
+61,700
170
$10.4M 0.14%
+122,546
171
$10.4M 0.14%
307,119
+135,980
172
$10.3M 0.13%
+260,476
173
$10.2M 0.13%
225,438
+79,328
174
$10.1M 0.13%
+81,562
175
$9.88M 0.13%
5,734
-4,205
5 6
7
8 9