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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.15M 0.06%
+40,200
177
$2.03M 0.06%
+26,539
178
$2.02M 0.05%
76,162
-35,174
179
$1.99M 0.05%
38,942
-122,494
180
$1.96M 0.05%
18,715
+4,019
181
$1.88M 0.05%
20,573
+7,676
182
$1.83M 0.05%
34,302
+19,317
183
$1.79M 0.05%
49,895
184
$1.76M 0.05%
65,144
185
$1.71M 0.05%
66,088
186
$1.65M 0.04%
13,839
187
$1.61M 0.04%
37,057
+8,289
188
$1.61M 0.04%
55,182
189
$1.55M 0.04%
145,304
190
$1.54M 0.04%
21,986
191
$1.45M 0.04%
35,179
192
$1.43M 0.04%
+66,852
193
$1.43M 0.04%
16,765
194
$1.31M 0.04%
+59,274
195
$1.3M 0.04%
5,326
196
$1.21M 0.03%
33,100
197
$1.2M 0.03%
129,001
198
$1.19M 0.03%
+79,300
199
$1.19M 0.03%
12,486
-53,196
200
$1.1M 0.03%
22,920
6 7
8
9 10