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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.6M 0.09%
+187,831
202
$6.34M 0.08%
100,395
-48,233
203
$6.29M 0.08%
303,810
-257,100
204
$6.27M 0.08%
191,979
-45,022
205
$6.03M 0.08%
+360,516
206
$6.01M 0.08%
255,261
-458,925
207
$5.86M 0.08%
93,483
-56,556
208
$5.76M 0.08%
140,766
-3,506
209
$5.57M 0.07%
285,100
210
$5.21M 0.07%
98,000
+48,000
211
$4.95M 0.06%
18,432
-22,924
212
$4.93M 0.06%
83,607
+3,929
213
$4.91M 0.06%
116,921
-63,579
214
$4.74M 0.06%
103,400
-286,477
215
$4.67M 0.06%
40,988
-59,319
216
$4.64M 0.06%
56,451
-7,676
217
$4.58M 0.06%
14,075
+1,354
218
$4.5M 0.06%
72,688
-5,740
219
$4.49M 0.06%
19,351
-380
220
$4.19M 0.05%
453,459
221
$4.16M 0.05%
45,000
-45,000
222
$4.14M 0.05%
60,500
-110,000
223
$4.1M 0.05%
1,000,000
-868,773
224
$3.93M 0.05%
430,000
225
$3.64M 0.05%
242,853
-69,557
7 8
9
10 11