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
$3.39B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$50M
3
+$43.4M
4
AVB icon
AvalonBay Communities
AVB
+$37.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$29.9M

Top Sells

1
+$58.6M
2
+$53.4M
3
+$41.6M
4
INTC icon
Intel
INTC
+$26M
5
ABBV icon
AbbVie
ABBV
+$19.3M

Sector Composition

1 Industrials 26.87%
2 Financials 17.85%
3 Healthcare 13.9%
4 Technology 10.25%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$304M 8.96%
2,512,933
+126,594
2
$249M 7.35%
1,200,816
+209,537
3
$147M 4.33%
2,024,242
-19,415
4
$138M 4.08%
5,010,560
+765,712
5
$95.5M 2.82%
827,725
+432,893
6
$89.1M 2.63%
1,638,683
-354,472
7
$78M 2.3%
470,148
+303,454
8
$61.2M 1.81%
1,968,960
+230,695
9
$57.3M 1.69%
1,866,540
+385,700
10
$57M 1.68%
2,171,310
+544,646
11
$52.1M 1.54%
2,547,450
+1,367,010
12
$51.7M 1.53%
698,522
+186,781
13
$51.2M 1.51%
840,215
-961,847
14
$44.4M 1.31%
1,489,463
+268,559
15
$44.4M 1.31%
2,645,549
+1,027,071
16
$42.9M 1.27%
1,677,760
+670,840
17
$42.4M 1.25%
978,837
-125,110
18
$39.6M 1.17%
772,106
+5,118
19
$37.8M 1.12%
+216,581
20
$37.7M 1.11%
404,309
+149,800
21
$36.4M 1.08%
3,132,261
-171,714
22
$32.1M 0.95%
326,847
+158,044
23
$29.9M 0.88%
+1,141,725
24
$29.2M 0.86%
1,134,478
+583,709
25
$28.6M 0.84%
398,471
+218,471
1
2 3 4 5