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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.4M 0.19%
1,237,010
+46,820
152
$17.4M 0.18%
178,700
+23,586
153
$17M 0.18%
+733,950
154
$16.3M 0.17%
454,796
+17,392
155
$16.3M 0.17%
93,794
-22,143
156
$16.3M 0.17%
206,989
-517,756
157
$16.3M 0.17%
209,232
+138,854
158
$16.1M 0.17%
319,716
-15,412
159
$16.1M 0.17%
1,203,293
-161,907
160
$15.7M 0.16%
57,650
-16,306
161
$15.2M 0.16%
114,882
-50,022
162
$15.1M 0.16%
307,747
+146,212
163
$15.1M 0.16%
508,180
-102,224
164
$14.9M 0.16%
162,353
+131,230
165
$14.5M 0.15%
+128,300
166
$14.4M 0.15%
+624,226
167
$13.9M 0.15%
412,197
+54,057
168
$13.9M 0.14%
27,710
-28,705
169
$13.7M 0.14%
+583,787
170
$13.5M 0.14%
445,648
-119,993
171
$13.2M 0.14%
64,404
+2,461
172
$13.1M 0.14%
+231,779
173
$13.1M 0.14%
+81,965
174
$13M 0.14%
350,683
+157,193
175
$13M 0.14%
+181,912
5 6
7
8 9