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
$6.01B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$88.7M
3
+$82.1M
4
BBWI icon
Bath & Body Works
BBWI
+$76.6M
5
ZION icon
Zions Bancorporation
ZION
+$73.2M

Top Sells

1
+$69.5M
2
+$68.6M
3
+$43.9M
4
MOS icon
The Mosaic Company
MOS
+$37.2M
5
PFE icon
Pfizer
PFE
+$31.6M

Sector Composition

1 Financials 27.89%
2 Technology 17.45%
3 Consumer Discretionary 15.14%
4 Industrials 10.69%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.92M 0.03%
17,777
+6,161
202
$1.75M 0.03%
31,838
-7,436
203
$1.71M 0.03%
32,181
+2,347
204
$1.52M 0.03%
18,195
205
$1.26M 0.02%
23,541
-18,740
206
$836K 0.01%
99,453
207
$811K 0.01%
55,662
+29,268
208
$760K 0.01%
22,102
-919,523
209
$616K 0.01%
23,255
-9,219
210
$574K 0.01%
14,688
211
$409K 0.01%
6,737
-224,628
212
$327K 0.01%
3,469
213
$325K 0.01%
7,388
214
$273K ﹤0.01%
849
-19,405
215
$229K ﹤0.01%
1,326
-64,087
216
$170K ﹤0.01%
2,856
217
$168K ﹤0.01%
2,928
218
$136K ﹤0.01%
1,301
-149,857
219
$121K ﹤0.01%
2,519
220
$22K ﹤0.01%
+1,500
221
– –
-5,576
222
– –
-49,188
223
– –
-10,011
224
– –
-166,500
225
– –
-97,097
7 8
9
10 11