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
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.43M 0.1%
+249,765
202
$9.11M 0.1%
+35,131
203
$8.82M 0.09%
215,558
+55,617
204
$8.81M 0.09%
+80,203
205
$8.42M 0.09%
+20,728
206
$8.29M 0.09%
+333,795
207
$8.03M 0.08%
377,971
+181,572
208
$8.01M 0.08%
273,648
-2,360
209
$7.97M 0.08%
+163,972
210
$7.54M 0.08%
57,919
-118,621
211
$7.51M 0.08%
+272,276
212
$7.49M 0.08%
258,921
-61,116
213
$7.37M 0.08%
+27,976
214
$7.31M 0.08%
4,200,074
-1,481,852
215
$6.99M 0.07%
69,929
-3,380
216
$6.91M 0.07%
+363,290
217
$6.77M 0.07%
128,105
-22,888
218
$6.75M 0.07%
+182,947
219
$6.73M 0.07%
+90,485
220
$6.46M 0.07%
110,756
+31,473
221
$6.41M 0.07%
+86,816
222
$6.32M 0.07%
47,116
-1,573
223
$6.26M 0.07%
146,566
-146,046
224
$5.36M 0.06%
+54,368
225
$5.28M 0.06%
234,441
-300,356
7 8
9
10 11