AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
+$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$42.9M
3
+$42.4M
4
AAPL icon
Apple
AAPL
+$41.6M
5
INTC icon
Intel
INTC
+$40.6M

Top Sells

1
+$29.9M
2
+$22.2M
3
+$21.2M
4
BX icon
Blackstone
BX
+$20.7M
5
MMM icon
3M
MMM
+$19M

Sector Composition

1 Healthcare 19.66%
2 Technology 17.94%
3 Industrials 16.87%
4 Financials 16%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$231M 8.98%
1,905,694
+1,584,777
2
$127M 4.93%
4,587,176
+1,507,176
3
$105M 4.07%
1,600,630
+98,607
4
$76.4M 2.97%
2,104,968
+1,119,717
5
$71.1M 2.77%
968,330
+584,795
6
$63.7M 2.48%
1,919,780
-625,736
7
$62.6M 2.44%
3,436,184
+1,265,902
8
$53.7M 2.09%
2,032,752
+132,722
9
$48.9M 1.9%
526,704
-63,740
10
$43.5M 1.69%
869,457
+420,312
11
$42.4M 1.65%
+645,314
12
$41.1M 1.6%
1,773,291
+58,300
13
$39.1M 1.52%
1,405,151
+344,521
14
$32.6M 1.27%
427,193
+21,366
15
$31.8M 1.24%
+646,399
16
$30.9M 1.2%
+369,411
17
$29.9M 1.16%
931,898
+61,276
18
$29.5M 1.15%
999,274
-51,194
19
$28.8M 1.12%
275,670
-49,477
20
$28.5M 1.11%
302,018
+9,811
21
$25.8M 1.01%
312,993
+98,852
22
$25.6M 1%
220,000
+10,000
23
$25.6M 1%
973,525
+115,696
24
$25.2M 0.98%
384,508
+24,117
25
$24.6M 0.96%
234,644
+70,252
1
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