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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.45M 0.05%
+20,838
177
$4.41M 0.05%
68,991
-3,115,972
178
$4.4M 0.05%
36,902
+14,835
179
$4.34M 0.05%
128,602
-9,262
180
$4.3M 0.05%
133,865
+122,805
181
$4.15M 0.05%
+163,421
182
$4.03M 0.05%
+187,065
183
$3.95M 0.04%
130,078
+27,773
184
$3.81M 0.04%
196,287
+67,446
185
$3.67M 0.04%
36,204
-249,622
186
$3.43M 0.04%
+169,796
187
$2.78M 0.03%
5,065
+4,155
188
$2.74M 0.03%
132,364
189
$2.44M 0.03%
78,457
-139,043
190
$2.44M 0.03%
61,140
-101,024
191
$2.41M 0.03%
+67,385
192
$2.29M 0.03%
8,043
-3
193
$1.99M 0.02%
22,500
-22,500
194
$1.97M 0.02%
+27,294
195
$1.9M 0.02%
65,270
-14,785
196
$1.68M 0.02%
72,441
-605
197
$1.64M 0.02%
5,543
-2,928
198
$1.49M 0.02%
76,996
-30,400
199
$1.47M 0.02%
12,900
+1,868
200
$1.42M 0.02%
+131,390
6 7
8
9 10