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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$395K 0.01%
2,250
202
$309K 0.01%
10,000
-800
203
$293K 0.01%
12,652
204
$274K 0.01%
2,372
-1,366
205
$244K 0.01%
4,072
-4,798
206
$239K 0.01%
5,074
-1,228,717
207
$227K 0.01%
2,856
-117,910
208
$194K 0.01%
+12,462
209
$155K ﹤0.01%
1,132
210
$21K ﹤0.01%
600
-101,700
211
$6K ﹤0.01%
200
212
$2K ﹤0.01%
128,194
213
– –
-189,879
214
– –
-1,166,669
215
– –
-434,605
216
– –
-98,500
217
– –
-31,650
218
– –
-61,214
219
– –
-210,300
220
– –
-5,192
221
– –
-40,200
222
– –
-538,430
223
– –
-1,654,600
224
– –
-3,193
225
– –
-844,020
7 8
9
10 11