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
$7.44B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$139M
3
+$70.9M
4
SYK icon
Stryker
SYK
+$60.2M
5
JEF icon
Jefferies Financial Group
JEF
+$58.2M

Top Sells

1
+$103M
2
+$98.9M
3
+$64.6M
4
TFII icon
TFI International
TFII
+$55.5M
5
WFC icon
Wells Fargo
WFC
+$51.7M

Sector Composition

1 Technology 28.95%
2 Industrials 13.52%
3 Healthcare 12.06%
4 Financials 11.7%
5 Consumer Discretionary 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.14M 0.04%
12,206
-21,444
177
$2.89M 0.04%
+55,122
178
$2.51M 0.03%
160,000
-824,681
179
$2.37M 0.03%
29,362
-32,008
180
$2.32M 0.03%
22,550
-50,260
181
$2.25M 0.03%
+29,673
182
$1.66M 0.02%
+57,500
183
$1.19M 0.02%
78,000
+37,500
184
$787K 0.01%
24,482
+824
185
$778K 0.01%
1,907
+83
186
$637K 0.01%
16,410
+302
187
$632K 0.01%
2,616
+114
188
$438K 0.01%
10,715
-8,355
189
$393K 0.01%
1,796
-681
190
$391K 0.01%
693
-347
191
$375K 0.01%
5,057
-1,883
192
$373K 0.01%
2,310
-1,104
193
$327K ﹤0.01%
3,891
-1,226,647
194
$323K ﹤0.01%
1,200
-617
195
$306K ﹤0.01%
1,700
+75
196
$301K ﹤0.01%
1,606
-745
197
$289K ﹤0.01%
+4,104
198
$283K ﹤0.01%
15,193
-69,000
199
$268K ﹤0.01%
+39,840
200
$236K ﹤0.01%
9,021
+963
6 7
8
9 10