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
$4.87B
AUM Growth
+$757M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$61.6M
3
+$56.3M
4
JPM icon
JPMorgan Chase
JPM
+$52.1M
5
C icon
Citigroup
C
+$51.6M

Top Sells

1
+$132M
2
+$97M
3
+$51.2M
4
LUMN icon
Lumen
LUMN
+$36.7M
5
MET icon
MetLife
MET
+$35.3M

Sector Composition

1 Financials 27%
2 Technology 17.76%
3 Consumer Discretionary 12.12%
4 Healthcare 11.7%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.17M 0.09%
80,339
-34,598
177
$4.11M 0.08%
+87,732
178
$3.93M 0.08%
90,004
179
$3.66M 0.08%
61,591
-2,500
180
$3.38M 0.07%
71,797
181
$3.2M 0.07%
+37,163
182
$3.08M 0.06%
107,454
-42,800
183
$3.05M 0.06%
122,957
184
$2.66M 0.05%
+97,775
185
$2.66M 0.05%
66,532
-47,055
186
$2.62M 0.05%
46,178
187
$2.6M 0.05%
13,878
-2,325
188
$2.45M 0.05%
61,382
-6,917
189
$2.45M 0.05%
106,256
-15,681
190
$2.42M 0.05%
55,785
-218,033
191
$2.25M 0.05%
+10,011
192
$2.12M 0.04%
+60,300
193
$2.07M 0.04%
42,281
+5,716
194
$1.97M 0.04%
39,274
+4,758
195
$1.68M 0.03%
6,490
+1,298
196
$1.66M 0.03%
100,500
+10,000
197
$1.49M 0.03%
18,195
-6,746
198
$1.15M 0.02%
29,834
+2,305
199
$1.13M 0.02%
38,104
-12,221
200
$1.12M 0.02%
11,616
-2,534
6 7
8
9 10