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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13M 0.14%
98,595
-3,405
177
$12.7M 0.13%
354,151
+120,509
178
$12.4M 0.13%
527,843
+90,637
179
$12.4M 0.13%
302,708
+169,532
180
$12.4M 0.13%
179,768
-4,634
181
$12.3M 0.13%
+533,817
182
$12.1M 0.13%
857,994
+75,675
183
$12M 0.13%
+181,625
184
$11.9M 0.12%
143,132
+2,260
185
$11.7M 0.12%
154,249
+86,922
186
$11.6M 0.12%
269,428
-13,060
187
$11.6M 0.12%
106,183
+15,706
188
$11.6M 0.12%
+718,287
189
$11.5M 0.12%
343,026
+103,412
190
$11M 0.12%
+322,303
191
$10.9M 0.11%
+144,780
192
$10.8M 0.11%
30,965
-39,532
193
$10.7M 0.11%
85,687
+3,277
194
$10.6M 0.11%
+281,089
195
$10.2M 0.11%
59,016
-38,544
196
$10.1M 0.11%
44,030
+8,718
197
$9.97M 0.1%
+235,289
198
$9.65M 0.1%
181,006
+6,922
199
$9.49M 0.1%
111,018
-151,655
200
$9.49M 0.1%
71,504
+2,736
6 7
8
9 10