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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.2M 0.19%
+666,979
152
$16.2M 0.19%
+411,219
153
$15.5M 0.18%
92,882
+19,814
154
$15.2M 0.18%
3,450,000
-40,000
155
$15M 0.18%
85,421
-51,237
156
$15M 0.18%
88,490
-23,100
157
$14.9M 0.18%
532,133
+24,927
158
$14.5M 0.17%
337,520
-1,686
159
$14.1M 0.17%
+297,581
160
$13.9M 0.16%
695,700
+69,700
161
$13.7M 0.16%
104,827
-28,015
162
$13.5M 0.16%
160,700
+91,200
163
$13.1M 0.16%
368,600
+55,200
164
$13.1M 0.15%
94,362
+4,425
165
$13.1M 0.15%
141,874
-20,792
166
$13M 0.15%
195,856
+9,168
167
$12.9M 0.15%
500,010
+56,700
168
$12.8M 0.15%
403,861
+137,975
169
$12.7M 0.15%
2,000,000
170
$12.4M 0.15%
+156,097
171
$12.1M 0.14%
81,995
+18,952
172
$12M 0.14%
216,000
+114,400
173
$12M 0.14%
275,738
+13,041
174
$11.8M 0.14%
208,000
-84,328
175
$11.7M 0.14%
+154,745
5 6
7
8 9