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
$3.97B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$78.9M
3
+$54.6M
4
SE
Spectra Energy Corp Wi
SE
+$48.5M
5
MSFT icon
Microsoft
MSFT
+$31.2M

Top Sells

1
+$419M
2
+$59.3M
3
+$49.7M
4
WDC icon
Western Digital
WDC
+$31.3M
5
AMZN icon
Amazon
AMZN
+$30.5M

Sector Composition

1 Industrials 23.75%
2 Healthcare 17.43%
3 Financials 16.04%
4 Consumer Discretionary 12.44%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.21M 0.03%
+33,208
202
$1.16M 0.03%
28,768
-7,874
203
$1.15M 0.03%
+19,587
204
$1.1M 0.03%
+41,265
205
$1.03M 0.03%
5,326
-36
206
$995K 0.03%
+12,897
207
$987K 0.02%
22,920
-28,072
208
$963K 0.02%
38,849
-26,898
209
$956K 0.02%
43,137
-296
210
$937K 0.02%
129,001
+40,778
211
$860K 0.02%
14,798
-102
212
$858K 0.02%
20,229
-8,391
213
$845K 0.02%
33,100
214
$698K 0.02%
+14,985
215
$644K 0.02%
8,699
-60
216
$571K 0.01%
108,464
-108
217
$474K 0.01%
9,806
-82,500
218
$470K 0.01%
+3,738
219
$419K 0.01%
3,193
-194,716
220
$333K 0.01%
2,250
-61,908
221
$323K 0.01%
11,340
-2,083,244
222
$298K 0.01%
8,641
-336,176
223
$283K 0.01%
6,139
224
$239K 0.01%
5,192
225
$193K ﹤0.01%
1,388
7 8
9
10 11