AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Return 35.51%
This Quarter Return
+3.75%
1 Year Return
+35.51%
3 Year Return
+171.19%
5 Year Return
+338.19%
10 Year Return
+876.43%
AUM
$7.44B
AUM Growth
-$274M
Cap. Flow
-$244M
Cap. Flow %
-3.28%
Top 10 Hldgs %
31.55%
Holding
246
New
36
Increased
74
Reduced
90
Closed
39

Top Buys

1
AAPL icon
Apple
AAPL
$169M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
$139M
3
ELV icon
Elevance Health
ELV
$70.9M
4
SYK icon
Stryker
SYK
$60.2M
5
JEF icon
Jefferies Financial Group
JEF
$58.2M

Top Sells

1
LW icon
Lamb Weston
LW
$103M
2
META icon
Meta Platforms (Facebook)
META
$98.9M
3
FERG icon
Ferguson
FERG
$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 Shares
Change % 		Capital Flow
CRM icon
176
Salesforce
CRM
$232B
$3.14M 0.04%
12,206
-21,444
-64% -$5.51M
WPM icon
177
Wheaton Precious Metals
WPM
$46.6B
$2.89M 0.04%
+55,122
New +$2.89M
INDV icon
178
Indivior
INDV
$3.09B
$2.51M 0.03%
160,000
-824,681
-84% -$12.9M
GMS icon
179
GMS Inc
GMS
$4.2B
$2.37M 0.03%
29,362
-32,008
-52% -$2.58M
PCAR icon
180
PACCAR
PCAR
$51.6B
$2.32M 0.03%
22,550
-50,260
-69% -$5.17M
ALSN icon
181
Allison Transmission
ALSN
$7.46B
$2.25M 0.03%
+29,673
New +$2.25M
IBN icon
182
ICICI Bank
IBN
$114B
$1.66M 0.02%
+57,500
New +$1.66M
RDY icon
183
Dr. Reddy's Laboratories
RDY
$11.8B
$1.19M 0.02%
78,000
+37,500
+93% +$571K
HDB icon
184
HDFC Bank
HDB
$181B
$787K 0.01%
12,241
+412
+3% +$26.5K
RACE icon
185
Ferrari
RACE
$88.2B
$778K 0.01%
1,907
+83
+5% +$33.9K
ONON icon
186
On Holding
ONON
$15B
$637K 0.01%
16,410
+302
+2% +$11.7K
MAR icon
187
Marriott International Class A Common Stock
MAR
$73B
$632K 0.01%
2,616
+114
+5% +$27.6K
TTEK icon
188
Tetra Tech
TTEK
$9.37B
$438K 0.01%
10,715
-8,355
-44% -$342K
AVY icon
189
Avery Dennison
AVY
$13B
$393K 0.01%
1,796
-681
-27% -$149K
ROP icon
190
Roper Technologies
ROP
$56.7B
$391K 0.01%
693
-347
-33% -$196K
HOLX icon
191
Hologic
HOLX
$14.8B
$375K 0.01%
5,057
-1,883
-27% -$140K
DECK icon
192
Deckers Outdoor
DECK
$18.4B
$373K 0.01%
2,310
-1,104
-32% -$178K
LW icon
193
Lamb Weston
LW
$7.77B
$327K ﹤0.01%
3,891
-1,226,647
-100% -$103M
VRSK icon
194
Verisk Analytics
VRSK
$37.7B
$323K ﹤0.01%
1,200
-617
-34% -$166K
MTN icon
195
Vail Resorts
MTN
$5.9B
$306K ﹤0.01%
1,700
+75
+5% +$13.5K
MSA icon
196
Mine Safety
MSA
$6.74B
$301K ﹤0.01%
1,606
-745
-32% -$140K
LRN icon
197
Stride
LRN
$7.08B
$289K ﹤0.01%
+4,104
New +$289K
INFY icon
198
Infosys
INFY
$68.8B
$283K ﹤0.01%
15,193
-69,000
-82% -$1.28M
CGAU
199
Centerra Gold
CGAU
$1.69B
$268K ﹤0.01%
+39,840
New +$268K
GPK icon
200
Graphic Packaging
GPK
$6.19B
$236K ﹤0.01%
9,021
+963
+12% +$25.2K
6 7
8
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