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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.37M 0.13%
1,500,000
-500,000
177
$9.12M 0.12%
341,454
-105,731
178
$9.09M 0.12%
+89,000
179
$8.88M 0.12%
169,936
-147,056
180
$8.71M 0.12%
65,164
-20,257
181
$8.59M 0.12%
63,000
-19,900
182
$8.47M 0.12%
68,908
+3,154
183
$8.44M 0.12%
127,819
-24,081
184
$8.37M 0.11%
74,387
+13,199
185
$7.96M 0.11%
273,109
+12,497
186
$7.9M 0.11%
+104,576
187
$7.71M 0.11%
+67,600
188
$7.7M 0.11%
263,868
-268,265
189
$7.51M 0.1%
359,000
-52,800
190
$7.5M 0.1%
+479,046
191
$7.42M 0.1%
+373,335
192
$7.23M 0.1%
251,324
+11,516
193
$7.09M 0.1%
96,906
-27,189
194
$6.91M 0.09%
63,673
-23,657
195
$6.68M 0.09%
60,890
-66,583
196
$6.51M 0.09%
504,100
+154,100
197
$6.24M 0.09%
75,840
-9,515
198
$6.18M 0.08%
186,867
+51,831
199
$5.99M 0.08%
317,740
-598,300
200
$5.89M 0.08%
+172,885
6 7
8
9 10