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
$12.3B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$135M
3
+$118M
4
COP icon
ConocoPhillips
COP
+$101M
5
BKR icon
Baker Hughes
BKR
+$96.6M

Top Sells

1
+$158M
2
+$155M
3
+$122M
4
SHW icon
Sherwin-Williams
SHW
+$106M
5
ALLY icon
Ally Financial
ALLY
+$97M

Sector Composition

1 Technology 19.38%
2 Industrials 17.01%
3 Healthcare 15.39%
4 Consumer Discretionary 12.46%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.56M 0.05%
+166,708
202
$6.44M 0.05%
137,219
-46,978
203
$6.41M 0.05%
54,457
-12,186
204
$6.29M 0.05%
126,933
-318,777
205
$6.26M 0.05%
75,141
-112,855
206
$6.08M 0.05%
+39,414
207
$5.77M 0.05%
4,217
208
$5.7M 0.05%
+52,990
209
$5.54M 0.04%
46,775
-40,218
210
$5.53M 0.04%
+34,056
211
$5.43M 0.04%
32,980
-84,752
212
$5.43M 0.04%
50,000
-25,000
213
$5.34M 0.04%
+23,095
214
$5.33M 0.04%
+74,499
215
$4.35M 0.03%
+60,714
216
$4.14M 0.03%
19,350
-20,267
217
$4.14M 0.03%
139,728
+73,500
218
$3.95M 0.03%
907,857
-470,674
219
$3.69M 0.03%
31,467
-90,440
220
$3.58M 0.03%
+78,435
221
$3.46M 0.03%
+29,347
222
$3.22M 0.03%
126,189
+54,432
223
$3.22M 0.03%
+194,143
224
$3.11M 0.02%
11,704
+1,107
225
$3.03M 0.02%
+194,406
7 8
9
10 11