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
$6.82B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$76.3M
3
+$67.8M
4
HLT icon
Hilton Worldwide
HLT
+$64.2M
5
BLK icon
Blackrock
BLK
+$62.3M

Top Sells

1
+$131M
2
+$99.6M
3
+$88.7M
4
META icon
Meta Platforms (Facebook)
META
+$88.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$81.5M

Sector Composition

1 Technology 21.41%
2 Industrials 15.98%
3 Financials 13.4%
4 Healthcare 12.37%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$405K 0.01%
+4,312
202
$382K 0.01%
+3,432
203
$358K 0.01%
3,300
-5,248
204
$349K 0.01%
+1,636
205
$343K ﹤0.01%
12,916
+1,422
206
$253K ﹤0.01%
2,120
-184
207
$230K ﹤0.01%
+1,592
208
$228K ﹤0.01%
+8,145
209
$224K ﹤0.01%
+8,298
210
– –
-130,190
211
– –
-20,006
212
– –
-33,843
213
– –
-21,088
214
– –
-21,534
215
– –
-15,745
216
– –
-961,988
217
– –
-152,403
218
– –
-192,158
219
– –
-58,772
220
– –
-16,921
221
– –
-162,867
222
– –
-30,853
223
– –
-52,244
224
– –
-441,576
225
– –
0
6 7 8
9
10