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
$12.3B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$135M
3
+$118M
4
COP icon
ConocoPhillips
COP
+$101M
5
BKR icon
Baker Hughes
BKR
+$96.6M

Top Sells

1
+$158M
2
+$155M
3
+$122M
4
SHW icon
Sherwin-Williams
SHW
+$106M
5
ALLY icon
Ally Financial
ALLY
+$97M

Sector Composition

1 Technology 19.38%
2 Industrials 17.01%
3 Healthcare 15.39%
4 Consumer Discretionary 12.46%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.5M 0.08%
25,679
+11,340
177
$10.4M 0.08%
381,859
+42,037
178
$10.3M 0.08%
125,000
+25,000
179
$9.76M 0.08%
113,560
-9,580
180
$9.21M 0.07%
50,345
+28,205
181
$9.19M 0.07%
+551,566
182
$8.98M 0.07%
16,500
+7,500
183
$8.89M 0.07%
65,158
-272,262
184
$8.86M 0.07%
+198,239
185
$8.84M 0.07%
+308,750
186
$8.45M 0.07%
+261,492
187
$8.44M 0.07%
120,549
-19,575
188
$8.42M 0.07%
+290,469
189
$8.4M 0.07%
346,900
-86,293
190
$8.36M 0.07%
+204,342
191
$8.35M 0.07%
116,538
+2,884
192
$8.01M 0.06%
529,440
+76,680
193
$8M 0.06%
23,734
+7,016
194
$8M 0.06%
+73,233
195
$7.99M 0.06%
+250,334
196
$7.8M 0.06%
+202,572
197
$7.52M 0.06%
575,771
198
$7.35M 0.06%
196,376
-87,835
199
$7.17M 0.06%
202,695
-92,572
200
$7M 0.06%
168,630
+66,243
6 7
8
9 10