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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.92M 0.11%
230,200
+38,100
202
$8.5M 0.1%
87,330
-80,254
203
$8.29M 0.1%
123,501
-209,087
204
$8.13M 0.1%
+140,800
205
$8.05M 0.1%
411,800
-22,000
206
$7.67M 0.09%
65,754
+3,068
207
$7.65M 0.09%
124,095
-82,320
208
$7.43M 0.09%
211,859
-22,768
209
$7.34M 0.09%
353,843
+16,529
210
$7.27M 0.09%
85,355
-21,900
211
$7.25M 0.09%
239,808
+88,179
212
$6.91M 0.08%
+224,762
213
$6.86M 0.08%
+176,485
214
$6.69M 0.08%
+145,965
215
$6.45M 0.08%
225,485
-744,030
216
$6.31M 0.07%
15,631
217
$6.06M 0.07%
98,294
-583,528
218
$5.87M 0.07%
+52,552
219
$5.87M 0.07%
+149,381
220
$5.66M 0.07%
32,457
-92,949
221
$5.53M 0.07%
70,497
+65,604
222
$5.48M 0.06%
+93,106
223
$5.47M 0.06%
283,872
-148,364
224
$5.43M 0.06%
148,481
-35,159
225
$5.39M 0.06%
131,000
7 8
9
10 11