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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.51M 0.08%
58,728
-69,517
202
$5.5M 0.08%
+45,982
203
$5.47M 0.07%
42,400
-265,800
204
$5.43M 0.07%
131,907
+49,703
205
$5.23M 0.07%
54,207
-205,808
206
$5.22M 0.07%
38,144
-66,683
207
$5.05M 0.07%
+140,701
208
$4.84M 0.07%
+186,900
209
$4.73M 0.06%
58,320
-164,800
210
$4.67M 0.06%
36,983
-82,941
211
$4.66M 0.06%
77,880
+23,400
212
$4.56M 0.06%
99,648
+1,654
213
$4.27M 0.06%
109,625
-66,860
214
$4.2M 0.06%
+69,700
215
$4.13M 0.06%
61,700
-698,524
216
$3.75M 0.05%
156,400
-11,600
217
$3.53M 0.05%
55,714
-215,372
218
$3.51M 0.05%
17,000
-1,000
219
$3.38M 0.05%
107,223
-41,258
220
$3.03M 0.04%
+30,700
221
$2.66M 0.04%
17,749
-75,133
222
$2.47M 0.03%
50,071
-473,338
223
$2.46M 0.03%
216,798
+47,000
224
$1.93M 0.03%
+8,344
225
$1.83M 0.03%
+27,815
7 8
9
10 11