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
$3.09B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$155M
3
+$114M
4
ABBV icon
AbbVie
ABBV
+$70.1M
5
GE icon
GE Aerospace
GE
+$67.5M

Top Sells

1
+$81.8M
2
+$59.9M
3
+$43.8M
4
BHP icon
BHP
BHP
+$40.7M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Sector Composition

1 Financials 25.43%
2 Industrials 23.02%
3 Healthcare 16.49%
4 Technology 10.84%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$641K 0.02%
10,414
+2,261
202
$575K 0.02%
31,960
-234,775
203
$542K 0.02%
+8,866
204
$506K 0.02%
21,050
+2,786
205
$487K 0.02%
3,702
-55,650
206
$485K 0.02%
16,851
-134,037
207
$483K 0.02%
+10,761
208
$406K 0.01%
+9,289
209
$396K 0.01%
6,990
+1,518
210
$391K 0.01%
4,496
+1,074
211
$360K 0.01%
21,127
+8,333
212
$279K 0.01%
2,868
+471
213
$251K 0.01%
5,695
-190,079
214
$240K 0.01%
+128,694
215
$221K 0.01%
1,346
-47,428
216
$207K 0.01%
2,219
-118
217
$204K 0.01%
5,034
+890
218
$197K 0.01%
+29,939
219
$191K 0.01%
3,322
-176
220
$179K 0.01%
4,308
+1,754
221
$140K ﹤0.01%
1,387
-72
222
$134K ﹤0.01%
1,098
-58
223
$49K ﹤0.01%
+1,289
224
$42K ﹤0.01%
+600
225
– –
-1,900
7 8
9
10 11