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
$6.55B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$69.7M
3
+$63.4M
4
GM icon
General Motors
GM
+$61.3M
5
PH icon
Parker-Hannifin
PH
+$54.1M

Top Sells

1
+$104M
2
+$101M
3
+$101M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$98.7M
5
AMZN icon
Amazon
AMZN
+$95.1M

Sector Composition

1 Technology 25.37%
2 Industrials 14.03%
3 Financials 12.47%
4 Consumer Discretionary 11.86%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.71M 0.06%
86,367
-1,997
177
$2.69M 0.04%
+7,612
178
$2.58M 0.04%
10,461
-18,977
179
$1.18M 0.02%
120,000
-40,000
180
$1.11M 0.02%
50,057
+34,864
181
$911K 0.01%
1,949
+42
182
$715K 0.01%
22,866
-1,616
183
$613K 0.01%
12,218
-4,192
184
$518K 0.01%
+9,827
185
$444K 0.01%
2,782
+472
186
$426K 0.01%
2,195
-120,689
187
$401K 0.01%
4,927
-130
188
$350K 0.01%
7,432
-3,283
189
$307K ﹤0.01%
1,146
-54
190
$305K ﹤0.01%
1,227
-1,389
191
$293K ﹤0.01%
+18,373
192
$267K ﹤0.01%
9,021
193
$257K ﹤0.01%
35,815
-4,025
194
$228K ﹤0.01%
1,288
-318
195
$220K ﹤0.01%
395
-298
196
– –
-306,950
197
– –
-470,008
198
– –
-1,796
199
– –
-270,877
200
– –
-345,207
6 7
8
9 10