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
$2.51B
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$39.1M
3
+$36.4M
4
LAZ icon
Lazard
LAZ
+$36.1M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Top Sells

1
+$38.1M
2
+$33.5M
3
+$28.3M
4
INTC icon
Intel
INTC
+$27M
5
GILD icon
Gilead Sciences
GILD
+$23.6M

Sector Composition

1 Financials 17.23%
2 Industrials 16.77%
3 Healthcare 15.63%
4 Technology 15.09%
5 Consumer Discretionary 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$221M 8.81%
1,856,262
-49,432
2
$109M 4.36%
3,510,332
-1,076,844
3
$86.7M 3.46%
2,942,020
+909,268
4
$81.8M 3.26%
1,556,052
+686,595
5
$78.6M 3.14%
2,060,973
+141,193
6
$59.9M 2.39%
682,815
+444,949
7
$55.6M 2.22%
950,034
-650,596
8
$55.4M 2.21%
852,956
+207,642
9
$51.6M 2.06%
686,103
-282,227
10
$44.6M 1.78%
3,154,292
-281,892
11
$44.3M 1.77%
1,340,451
+341,177
12
$42.9M 1.71%
377,718
+143,074
13
$42.2M 1.68%
1,850,414
+77,123
14
$40.7M 1.63%
+1,037,199
15
$40.1M 1.6%
1,458,515
+53,364
16
$39.7M 1.59%
248,636
+164,534
17
$38.9M 1.55%
1,242,931
-862,037
18
$36.4M 1.45%
+689,358
19
$34.7M 1.38%
365,114
-161,590
20
$29.8M 1.19%
+2,500,000
21
$29M 1.16%
756,310
-175,588
22
$27.4M 1.09%
250,000
+30,000
23
$27.1M 1.08%
394,108
+24,697
24
$25.6M 1.02%
254,509
-21,161
25
$25.6M 1.02%
158,806
+43,593
1
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