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AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+8%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMRX icon
176
Amneal Pharmaceuticals
AMRX
$5.46B
$2.31M 0.02%
186,125
+61,226
+49% +$822K
LPG icon
177
Dorian LPG
LPG
$1.84B
$2.23M 0.02%
+65,272
New +$2.07M
AGNC icon
178
AGNC Investment
AGNC
$12.9B
$2.21M 0.02%
+220,170
New +$2.43M
CVS icon
179
CVS Health
CVS
$120B
$2.21M 0.02%
30,732
-44,119
-59% -$3.4M
BTU icon
180
Peabody Energy
BTU
$2.98B
$2.12M 0.02%
+64,247
New +$2.24M
M icon
181
Macy's
M
$6.45B
$1.92M 0.02%
106,064
-18,730
-15% -$379K
ABCB icon
182
Ameris Bancorp
ABCB
$5.92B
$1.88M 0.02%
24,094
+1,653
+7% +$131K
BBD icon
183
Banco Bradesco
BBD
$35B
$1.76M 0.02%
+481,872
New +$1.83M
SBLK icon
184
Star Bulk Carriers
SBLK
$3.09B
$1.74M 0.02%
+75,773
New +$1.73M
RIO icon
185
Rio Tinto
RIO
$164B
$1.4M 0.01%
15,055
+10,289
+216% +$938K
GCT icon
186
GigaCloud Technology
GCT
$1.84B
$1.3M 0.01%
+28,595
New +$1.16M
ENVA icon
187
Enova International
ENVA
$6.4B
$1.26M 0.01%
+9,252
New +$1.38M
BWA icon
188
BorgWarner
BWA
$14.2B
$1.23M 0.01%
22,721
-27,285
-55% -$1.44M
PRG icon
189
PROG Holdings
PRG
$1.66B
$1.2M 0.01%
+41,821
New +$1.35M
ANIP icon
190
ANI Pharmaceuticals
ANIP
$1.71B
$1.19M 0.01%
15,451
-6,166
-29% -$481K
LEA icon
191
Lear
LEA
$8.12B
$865K 0.01%
+7,141
New +$890K
SGHC icon
192
SGHC Ltd
SGHC
$6.59B
$825K 0.01%
+76,383
New +$780K
LCII icon
193
LCI Industries
LCII
$2.61B
$813K 0.01%
+6,611
New +$904K
MMS icon
194
Maximus
MMS
$2.84B
$725K 0.01%
+11,317
New +$919K
COLL icon
195
Collegium Pharmaceutical
COLL
$843M
$698K 0.01%
+21,121
New +$894K
FBK icon
196
FB Financial Corp
FBK
$3.07B
$625K 0.01%
12,042
-21,561
-64% -$1.21M
EFC
197
Ellington Financial
EFC
$1.74B
$618K 0.01%
52,170
-143,273
-73% -$1.82M
MTCH icon
198
Match Group
MTCH
$8.45B
$618K 0.01%
20,117
-59,957
-75% -$1.87M
COLM icon
199
Columbia Sportswear
COLM
$2.88B
$589K 0.01%
+10,748
New +$618K
RNST icon
200
Renasant Corp
RNST
$3.92B
$562K 0.01%
+15,564
New +$585K
6 7
8
9 10

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Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.