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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.7M 0.14%
216,800
+21,040
177
$11.4M 0.13%
737,665
+198,004
178
$11.3M 0.13%
677,792
-521,100
179
$11.3M 0.13%
211,000
+4,700
180
$11.2M 0.13%
1,599,507
+74,794
181
$11.2M 0.13%
158,248
-89,261
182
$11.1M 0.13%
82,900
+21,800
183
$11M 0.13%
236,946
+11,162
184
$11M 0.13%
120,263
+5,622
185
$10.7M 0.13%
128,245
-133,544
186
$10.7M 0.13%
305,855
-34,693
187
$10.7M 0.13%
248,404
-139,743
188
$10.6M 0.13%
61,188
+627
189
$10.6M 0.13%
235,300
-252,000
190
$10.4M 0.12%
212,533
-16,069
191
$10.2M 0.12%
181,950
-481,262
192
$10.1M 0.12%
447,185
+24,900
193
$9.99M 0.12%
137,938
-469,756
194
$9.8M 0.12%
151,900
+7,147
195
$9.78M 0.12%
260,612
+12,225
196
$9.61M 0.11%
5,132
+42
197
$9.49M 0.11%
182,706
-368,082
198
$9.42M 0.11%
+290,600
199
$9.1M 0.11%
390,662
-926,228
200
$8.95M 0.11%
309,780
-12,956
6 7
8
9 10