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
$7.02B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$74.2M
3
+$71.2M
4
IP icon
International Paper
IP
+$64.7M
5
SAIA icon
Saia
SAIA
+$48M

Top Sells

1
+$111M
2
+$99.1M
3
+$65.7M
4
LIN icon
Linde
LIN
+$65.7M
5
ELV icon
Elevance Health
ELV
+$61.6M

Sector Composition

1 Technology 21.54%
2 Financials 17.71%
3 Industrials 16.28%
4 Consumer Discretionary 16.07%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.1M 0.12%
+147,220
152
$8.1M 0.12%
334,035
-218,874
153
$7.83M 0.11%
15,060
-1,817
154
$7.73M 0.11%
67,085
155
$7.7M 0.11%
107,623
-224,026
156
$7.58M 0.11%
60,363
-38,552
157
$7.4M 0.11%
34,646
-26,759
158
$7.35M 0.1%
79,327
+33,750
159
$7.15M 0.1%
157,493
-7,800
160
$7.14M 0.1%
+505,451
161
$7.05M 0.1%
58,374
+5,020
162
$6.78M 0.1%
50,297
-42,576
163
$6.55M 0.09%
20,716
-1,741
164
$5.98M 0.09%
+355,910
165
$5.92M 0.08%
571,753
+241,907
166
$5.64M 0.08%
+89,509
167
$5.56M 0.08%
25,934
+2,747
168
$5.44M 0.08%
10,329
+1,061
169
$5.24M 0.07%
+19,292
170
$5.19M 0.07%
14,437
-83,772
171
$4.74M 0.07%
317,102
-508,000
172
$4.67M 0.07%
295,530
-1,000
173
$4.65M 0.07%
27,738
-25,892
174
$4.65M 0.07%
59,472
+7,937
175
$4.56M 0.06%
15,196
-17,478
5 6
7
8 9