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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.07M 0.03%
34,687
-438,954
202
$1.06M 0.03%
14,145
-52,198
203
$1.05M 0.03%
+40,000
204
$1.02M 0.03%
+31,650
205
$989K 0.03%
37,068
-189,077
206
$948K 0.03%
41,265
207
$944K 0.03%
43,137
208
$943K 0.03%
108,464
209
$884K 0.02%
70,495
-51,018
210
$879K 0.02%
14,798
211
$877K 0.02%
+50,240
212
$828K 0.02%
+33,478
213
$751K 0.02%
22,895
-113,305
214
$579K 0.02%
8,870
-206,209
215
$572K 0.02%
15,072
-21,255
216
$450K 0.01%
3,738
217
$445K 0.01%
3,193
218
$398K 0.01%
+9,240
219
$372K 0.01%
2,250
220
$299K 0.01%
8,641
221
$273K 0.01%
6,139
222
$267K 0.01%
5,192
223
$255K 0.01%
6,316
-30,000
224
$254K 0.01%
3,788
-15,799
225
$246K 0.01%
1,556
-94,552
7 8
9
10 11