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
$3.39B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$50M
3
+$43.4M
4
AVB icon
AvalonBay Communities
AVB
+$37.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$29.9M

Top Sells

1
+$58.6M
2
+$53.4M
3
+$41.6M
4
INTC icon
Intel
INTC
+$26M
5
ABBV icon
AbbVie
ABBV
+$19.3M

Sector Composition

1 Industrials 26.87%
2 Financials 17.85%
3 Healthcare 13.9%
4 Technology 10.25%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$825K 0.02%
9,439
+418
202
$793K 0.02%
5,766
-1,435
203
$789K 0.02%
+36,218
204
$750K 0.02%
14,586
+649
205
$631K 0.02%
8,001
-12,682
206
$602K 0.02%
14,993
-9,196
207
$588K 0.02%
5,533
208
$554K 0.02%
16,902
-5,327
209
$545K 0.02%
18,823
210
$529K 0.02%
33,666
-22,960
211
$516K 0.02%
11,265
+504
212
$510K 0.02%
8,574
-1,840
213
$488K 0.01%
9,508
-105,229
214
$474K 0.01%
5,456
-3,089
215
$470K 0.01%
12,226
-15,791
216
$397K 0.01%
8,972
+3,277
217
$329K 0.01%
21,127
218
$287K 0.01%
10,116
-206,844
219
$272K 0.01%
5,953
+1,645
220
$259K 0.01%
2,868
221
$211K 0.01%
5,034
222
$188K 0.01%
1,346
223
$152K ﹤0.01%
4,215
-118,743
224
$130K ﹤0.01%
3,322
225
$124K ﹤0.01%
1,872
-37,877
7 8
9
10 11