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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.02%
30,624
-8,021
202
$1.32M 0.02%
73,443
+19,300
203
$1.23M 0.01%
5,514
-794
204
$1.22M 0.01%
7,560
+1,930
205
$1.14M 0.01%
13,038
+647
206
$1.09M 0.01%
+7,259
207
$974K 0.01%
8,985
-2,031
208
$859K 0.01%
41,774
+4,160
209
$831K 0.01%
23,851
-9,536
210
$829K 0.01%
32,682
+3,536
211
$729K 0.01%
14,974
-1,265
212
$680K 0.01%
5,503
-1,878
213
$563K 0.01%
2,945
+449
214
$514K 0.01%
+25,495
215
$495K 0.01%
41,685
+363
216
$391K ﹤0.01%
13,169
-1,860
217
$378K ﹤0.01%
15,892
-3,099
218
$213K ﹤0.01%
6,000
219
$13K ﹤0.01%
42
-663
220
– –
0
221
– –
-279,280
222
– –
-336,890
223
– –
-282,933
224
– –
-21,074
225
– –
-194,607
7 8
9
10 11