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
$3.09B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$155M
3
+$114M
4
ABBV icon
AbbVie
ABBV
+$70.1M
5
GE icon
GE Aerospace
GE
+$67.5M

Top Sells

1
+$81.8M
2
+$59.9M
3
+$43.8M
4
BHP icon
BHP
BHP
+$40.7M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$29.8M

Sector Composition

1 Financials 25.43%
2 Industrials 23.02%
3 Healthcare 16.49%
4 Technology 10.84%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$304M 9.85%
2,386,339
+530,077
2
$184M 5.97%
991,279
+989,891
3
$180M 5.82%
2,043,657
+1,767,200
4
$134M 4.34%
1,993,155
+1,043,121
5
$133M 4.31%
4,244,848
+734,516
6
$122M 3.96%
1,802,062
+1,679,818
7
$78.1M 2.53%
860,661
+174,558
8
$69.7M 2.26%
1,738,265
-322,708
9
$57.2M 1.86%
1,103,947
+414,589
10
$53.4M 1.73%
+1,681,381
11
$51.8M 1.68%
766,988
-85,968
12
$45M 1.46%
3,303,975
+149,683
13
$44.7M 1.45%
511,741
+146,627
14
$44.7M 1.45%
1,626,664
+168,149
15
$43.9M 1.42%
394,832
+17,114
16
$38.9M 1.26%
1,480,840
+685,442
17
$38.8M 1.26%
1,220,904
-119,547
18
$37M 1.2%
1,618,478
-231,936
19
$29.3M 0.95%
1,180,440
-1,761,580
20
$28.6M 0.93%
306,389
+105,502
21
$27.7M 0.9%
555,080
+532,640
22
$26.6M 0.86%
2,128,080
+416,479
23
$26.4M 0.86%
166,694
+7,888
24
$26M 0.84%
853,612
-389,319
25
$25.3M 0.82%
198,167
+95,290
1
2 3 4 5