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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.1M 0.16%
199,800
-16,200
152
$12.1M 0.16%
197,047
+103,941
153
$12M 0.16%
217,994
-74,646
154
$11.9M 0.16%
221,203
+8,670
155
$11.7M 0.16%
221,700
+124,200
156
$11.5M 0.16%
254,100
+149,100
157
$11.3M 0.15%
262,438
+113,057
158
$11.2M 0.15%
+217,000
159
$11.1M 0.15%
68,486
-58,490
160
$11M 0.15%
+278,946
161
$10.9M 0.15%
668,892
-8,900
162
$10.8M 0.15%
+423,537
163
$10.8M 0.15%
539,478
+185,635
164
$10.6M 0.14%
236,174
-101,346
165
$10.6M 0.14%
98,866
+4,504
166
$10.2M 0.14%
179,100
+38,300
167
$10.2M 0.14%
409,320
+18,658
168
$10.1M 0.14%
68,243
+65,163
169
$9.76M 0.13%
79,887
-116,455
170
$9.71M 0.13%
324,172
+99,410
171
$9.66M 0.13%
49,303
-718,681
172
$9.62M 0.13%
229,100
-19,304
173
$9.61M 0.13%
192,782
+116,646
174
$9.43M 0.13%
+213,546
175
$9.42M 0.13%
277,600
-13,000
5 6
7
8 9