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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$253M 6.88%
1,019,683
-552,282
2
$119M 3.23%
1,721,697
+1,015,186
3
$116M 3.16%
956,856
+598,212
4
$113M 3.06%
3,372,160
-5,424,945
5
$93.3M 2.54%
1,507,416
-503,456
6
$92.7M 2.52%
1,999,630
+96,811
7
$92.1M 2.51%
3,256,489
+407,498
8
$79.4M 2.16%
1,251,006
-651,767
9
$78.5M 2.13%
3,282,360
-3,204,456
10
$74M 2.01%
3,110,386
+103,528
11
$66.8M 1.82%
1,074,905
+537,259
12
$66.5M 1.81%
1,233,791
+211,731
13
$64.3M 1.75%
850,801
-51,533
14
$63.1M 1.71%
2,128,029
+83,791
15
$56.4M 1.53%
1,576,580
+594,780
16
$55.1M 1.5%
+1,015,886
17
$52.2M 1.42%
2,078,951
+1,606,569
18
$50.2M 1.37%
439,578
+188,403
19
$44.4M 1.21%
3,598,413
+581,083
20
$43.9M 1.19%
1,237,893
-775,538
21
$36.8M 1%
243,875
-204,343
22
$35.2M 0.96%
275,282
-290,049
23
$34.2M 0.93%
+956,436
24
$30.4M 0.83%
344,542
+59,823
25
$29.8M 0.81%
751,591
+167,488
1
2 3 4 5