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
$6.52B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$76.5M
3
+$71.7M
4
KGC icon
Kinross Gold
KGC
+$68.1M
5
BJ icon
BJs Wholesale Club
BJ
+$66.7M

Top Sells

1
+$96.6M
2
+$71.9M
3
+$71.2M
4
VST icon
Vistra
VST
+$53.8M
5
CLH icon
Clean Harbors
CLH
+$53.1M

Sector Composition

1 Financials 18.35%
2 Industrials 16.26%
3 Consumer Discretionary 15.67%
4 Technology 13.74%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.6M 0.04%
19,278
-48,416
177
$2.48M 0.04%
30,393
-195,055
178
$2.45M 0.04%
19,105
-31,192
179
$2.43M 0.04%
7,747
+1,241
180
$2.38M 0.04%
6,897
-8,299
181
$2.35M 0.04%
124,105
+32,533
182
$2.33M 0.04%
+30,022
183
$2.25M 0.03%
+294,795
184
$1.28M 0.02%
40,767
-100,700
185
$794K 0.01%
1,870
-79
186
$730K 0.01%
21,984
-2,540
187
$574K 0.01%
21,480
-3,337
188
$558K 0.01%
12,715
+517
189
$513K 0.01%
2,324
+129
190
$389K 0.01%
1,633
+91
191
$371K 0.01%
3,321
+539
192
$323K 0.01%
1,085
193
$293K ﹤0.01%
669
-8,673
194
$233K ﹤0.01%
395
195
– –
-9,242
196
– –
-770,245
197
– –
-90,468
198
– –
-147,220
199
– –
-46,111
200
– –
-39,539
6 7
8
9 10