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
$3.97B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$78.9M
3
+$54.6M
4
SE
Spectra Energy Corp Wi
SE
+$48.5M
5
MSFT icon
Microsoft
MSFT
+$31.2M

Top Sells

1
+$419M
2
+$59.3M
3
+$49.7M
4
WDC icon
Western Digital
WDC
+$31.3M
5
AMZN icon
Amazon
AMZN
+$30.5M

Sector Composition

1 Industrials 23.75%
2 Healthcare 17.43%
3 Financials 16.04%
4 Consumer Discretionary 12.44%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$348M 8.77%
1,571,965
+246,587
2
$247M 6.23%
8,797,105
+6,889,674
3
$177M 4.45%
6,486,816
+904,224
4
$132M 3.32%
1,902,773
-127,174
5
$115M 2.89%
2,010,872
+400,085
6
$89.5M 2.25%
2,848,991
+465,118
7
$88.8M 2.24%
1,370,514
+71,028
8
$78.9M 1.99%
+2,013,431
9
$77.6M 1.95%
1,902,819
+328,012
10
$75.4M 1.9%
565,331
-116,055
11
$68.3M 1.72%
448,218
-2,751,870
12
$62.4M 1.57%
3,006,858
+7,052
13
$61.9M 1.56%
2,044,238
+328,189
14
$61.8M 1.55%
902,334
-119,346
15
$61.2M 1.54%
1,999,440
+1,583,182
16
$56.5M 1.42%
1,517,400
+356,020
17
$52M 1.31%
1,005,857
+212,305
18
$51.4M 1.29%
1,022,060
+105,314
19
$50.1M 1.26%
253,168
-251,253
20
$46.6M 1.17%
1,052,441
+457,166
21
$44.3M 1.12%
802,118
+564,362
22
$44.3M 1.11%
706,511
-193,794
23
$44.2M 1.11%
3,017,330
+278,912
24
$39.7M 1%
432,233
+98,369
25
$38.8M 0.98%
358,644
-121,565
1
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