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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.74M 0.13%
354,398
+191,357
177
$9.45M 0.12%
91,726
+62,334
178
$9.27M 0.12%
239,835
-274,750
179
$9.18M 0.12%
+705,801
180
$9.16M 0.12%
305,808
+35,648
181
$9.02M 0.12%
267,600
-1,112,010
182
$8.7M 0.11%
660,960
+64,000
183
$8.57M 0.11%
117,481
+35,632
184
$8.09M 0.11%
322,736
-98,174
185
$7.86M 0.1%
179,281
+154,405
186
$7.85M 0.1%
433,800
+170,800
187
$7.79M 0.1%
167,273
+67,737
188
$7.68M 0.1%
+119,733
189
$7.58M 0.1%
47,010
+8,500
190
$7.55M 0.1%
265,607
-135,497
191
$7.46M 0.1%
+286,871
192
$7.33M 0.1%
147,831
-85,045
193
$7.33M 0.1%
51,190
+1,790
194
$7.18M 0.09%
+544,000
195
$7.06M 0.09%
89,461
-49,513
196
$7M 0.09%
275,300
+57,700
197
$6.86M 0.09%
67,005
+6,751
198
$6.76M 0.09%
168,591
-392,561
199
$6.73M 0.09%
195,456
-175,029
200
$6.68M 0.09%
40,000
+32,000
6 7
8
9 10