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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$198M
3
+$160M
4
AAPL icon
Apple
AAPL
+$120M
5
JPM icon
JPMorgan Chase
JPM
+$118M

Top Sells

1
+$195M
2
+$101M
3
+$76.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
AMED
Amedisys
AMED
+$70.9M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.4M 0.16%
412,197
152
$20.1M 0.16%
5,099,605
-1,449,842
153
$19.7M 0.16%
1,028,858
+51,475
154
$19.2M 0.15%
1,291,669
-173,671
155
$18.7M 0.15%
114,398
+1,807
156
$18.5M 0.15%
+230,856
157
$18.4M 0.15%
321,006
+144,674
158
$18.3M 0.14%
1,137,571
+143,813
159
$17.8M 0.14%
450,244
160
$17.1M 0.14%
331,934
+54,428
161
$17.1M 0.14%
218,425
-508,791
162
$16.8M 0.13%
+80,909
163
$16.3M 0.13%
+67,625
164
$16.3M 0.13%
209,522
+83,923
165
$16.1M 0.13%
+60,681
166
$15.7M 0.12%
+367,126
167
$14.5M 0.12%
149,525
-132,620
168
$14.5M 0.11%
+275,778
169
$14.3M 0.11%
1,044,214
+189,586
170
$14.2M 0.11%
148,824
+82,636
171
$14M 0.11%
462,395
+99,433
172
$13.5M 0.11%
+276,000
173
$13.3M 0.11%
290,530
+3,668
174
$12.5M 0.1%
210,049
-10,357
175
$12.5M 0.1%
203,635
+43,044
5 6
7
8 9