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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$198M
3
+$160M
4
AAPL icon
Apple
AAPL
+$120M
5
JPM icon
JPMorgan Chase
JPM
+$118M

Top Sells

1
+$195M
2
+$101M
3
+$76.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
AMED
Amedisys
AMED
+$70.9M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.3M 0.1%
140,603
-36,863
177
$12.1M 0.1%
329,214
+34,077
178
$11.9M 0.09%
463,909
-53,678
179
$11.8M 0.09%
51,759
+13,567
180
$11.8M 0.09%
226,587
+25,579
181
$11.7M 0.09%
+220,040
182
$11.5M 0.09%
195,224
+64,214
183
$11.5M 0.09%
77,500
+8,500
184
$11.4M 0.09%
+650,932
185
$11.4M 0.09%
+204,713
186
$11.3M 0.09%
246,274
+36,140
187
$11M 0.09%
410,509
-101,724
188
$10.9M 0.09%
239,753
+13,608
189
$10.9M 0.09%
+1,385,065
190
$10.9M 0.09%
413,376
+96,813
191
$10.8M 0.09%
757,036
+4,179
192
$10.4M 0.08%
96,067
+12,408
193
$10.4M 0.08%
242,774
-1,591,966
194
$10.1M 0.08%
90,123
-4,465
195
$10M 0.08%
+130,846
196
$9.99M 0.08%
223,775
+20,593
197
$9.91M 0.08%
104,609
-5,172
198
$9.7M 0.08%
45,653
-5,662
199
$9.62M 0.08%
+390,739
200
$9.59M 0.08%
173,572
+55,037
6 7
8
9 10