AIM
Artemis Investment Management Portfolio holdings
AUM $6.52B
This Quarter Return
-3.33%
1 Year Return
+17.7%
3 Year Return
+96.59%
5 Year Return
+365.79%
10 Year Return
+748.89%
AUM
$6.52B
AUM Growth
-$495M (-7%)
Cap. Flow
+$27M
Cap. Flow % of AUM
0.41%
Top 10 Holdings %Top 10 Hldgs %
22.32%
Holding
237
New
36
Increased
81
Reduced
72
Closed
43
Top Buys
| 1 | $117M | |
| 2 | $76.5M | |
| 3 | $71.7M | |
| 4 | $68.1M | |
| 5 | $66.7M |
Top Sells
| 1 | $96.6M | |
| 2 | $71.9M | |
| 3 | $71.2M | |
| 4 | $53.8M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -39,539 | Closed | -$40.5M | |||
| – | – | -511,877 | Closed | -$27.5M | |||
| – | – | -137,398 | Closed | -$15.5M | |||
| – | – | -230,858 | Closed | -$53.1M | |||
| – | – | -67,085 | Closed | -$7.73M | |||
| – | – | -60,363 | Closed | -$7.58M | |||
| – | – | -23,290 | Closed | -$8.59M | |||
| – | – | -116,229 | Closed | -$32.2M | |||
| – | – | -257,753 | Closed | -$40.5M | |||
| – | – | -29,943 | Closed | -$3.98M | |||
| – | – | -3,211 | Closed | -$231K | |||
| – | – | -376,119 | Closed | -$71.2M | |||
| – | – | -22,884 | Closed | -$15.9M | |||
| – | – | -21,005 | Closed | -$4.4M | |||
| – | – | -50,057 | Closed | -$1.1M | |||
| – | – | -18,373 | Closed | -$11.5M | |||
| – | – | -212,834 | Closed | -$9.93M | |||
| – | – | -24,640 | Closed | -$10.3M | |||
| – | – | -81,553 | Closed | -$8.11M | |||
| – | – | -1,288 | Closed | -$214K | |||
| – | – | -130,301 | Closed | -$20M | |||
| – | – | -83,472 | Closed | -$9.69M | |||
| – | – | -15,959 | Closed | -$1.37M | |||
| – | – | -579,797 | Closed | -$96.6M | |||
| – | – | -141,132 | Closed | -$9.2M |
