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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$92M
3
+$66.6M
4
WDC icon
Western Digital
WDC
+$65.4M
5
TAP icon
Molson Coors Class B
TAP
+$59.6M

Top Sells

1
+$86.6M
2
+$84.6M
3
+$75.9M
4
JCI icon
Johnson Controls International
JCI
+$60.1M
5
JPM icon
JPMorgan Chase
JPM
+$60M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$212M 5.93%
885,180
-134,503
2
$181M 5.06%
3,139,797
+2,823,104
3
$151M 4.21%
5,330,148
+2,047,788
4
$119M 3.32%
3,733,160
+476,671
5
$108M 3.01%
2,436,594
+1,480,158
6
$92.9M 2.6%
2,462,152
+2,439,257
7
$71.5M 2%
1,708,260
+131,680
8
$71.1M 1.99%
2,291,341
+212,390
9
$70.3M 1.96%
4,929,951
+1,331,538
10
$67.5M 1.89%
925,063
+74,262
11
$66.6M 1.86%
+2,818,002
12
$64.6M 1.81%
2,009,456
-1,362,704
13
$59.6M 1.67%
+542,888
14
$55.6M 1.55%
1,402,831
+164,938
15
$47.8M 1.34%
758,727
-748,689
16
$46.8M 1.31%
365,269
-74,309
17
$46.2M 1.29%
+977,181
18
$45.4M 1.27%
446,618
+102,076
19
$40.2M 1.13%
699,605
+185,900
20
$39M 1.09%
865,238
+481,297
21
$37.5M 1.05%
720,407
+167,888
22
$37.3M 1.04%
294,823
+179,511
23
$37.3M 1.04%
1,332,438
+1,072,354
24
$35.5M 0.99%
+888,850
25
$34.6M 0.97%
604,068
-411,818
1
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