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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.44M 0.1%
38,041
+5,875
152
$8.37M 0.09%
82,219
-9,341
153
$8.25M 0.09%
110,000
-20,000
154
$8.18M 0.09%
32,811
+2,400
155
$8.08M 0.09%
575,149
+90,893
156
$7.98M 0.09%
178,106
+16,416
157
$7.89M 0.09%
40,527
-6,736
158
$7.77M 0.09%
+113,625
159
$7.37M 0.08%
40,600
+25,636
160
$6.95M 0.08%
+376,037
161
$6.9M 0.08%
+41,866
162
$6.7M 0.08%
27,910
-1,832
163
$6.4M 0.07%
19,000
+2,000
164
$6.34M 0.07%
27,261
-2,932
165
$5.98M 0.07%
94,159
+45,600
166
$5.18M 0.06%
+136,712
167
$5.16M 0.06%
79,401
-36,872
168
$5.09M 0.06%
+118,468
169
$5.03M 0.06%
340,679
-379,532
170
$5.02M 0.06%
297,113
-138,185
171
$4.96M 0.06%
+265,352
172
$4.83M 0.05%
+18,055
173
$4.71M 0.05%
+99,249
174
$4.65M 0.05%
148,640
-80,717
175
$4.51M 0.05%
31,056
+11,973
5 6
7
8 9