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
$4.87B
AUM Growth
+$757M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$61.6M
3
+$56.3M
4
JPM icon
JPMorgan Chase
JPM
+$52.1M
5
C icon
Citigroup
C
+$51.6M

Top Sells

1
+$132M
2
+$97M
3
+$51.2M
4
LUMN icon
Lumen
LUMN
+$36.7M
5
MET icon
MetLife
MET
+$35.3M

Sector Composition

1 Financials 27%
2 Technology 17.76%
3 Consumer Discretionary 12.12%
4 Healthcare 11.7%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$191M 3.93%
2,633,512
+709,480
2
$186M 3.81%
4,595,697
+1,394,165
3
$132M 2.72%
5,226,817
+1,454,115
4
$120M 2.46%
1,347,821
+291,987
5
$117M 2.4%
1,788,255
-2,025,666
6
$103M 2.1%
1,968,510
+826,170
7
$102M 2.1%
5,037,464
-122,008
8
$102M 2.09%
1,065,738
+546,066
9
$99.5M 2.04%
3,203,676
+1,033,704
10
$89M 1.83%
521,288
+158,422
11
$87.9M 1.8%
3,626,680
+1,164,540
12
$86.4M 1.77%
3,211,066
+188,792
13
$84.8M 1.74%
433,220
+32,213
14
$82.6M 1.7%
1,751,662
+1,346,240
15
$78.2M 1.61%
1,677,985
+937,909
16
$74.6M 1.53%
1,556,860
-145,540
17
$74.5M 1.53%
703,006
+581,509
18
$71.7M 1.47%
2,147,762
19
$69.9M 1.43%
1,937,188
+283,288
20
$69.5M 1.43%
1,767,129
+507,061
21
$69.1M 1.42%
725,116
+55,837
22
$66.7M 1.37%
2,828,093
-335,735
23
$63.7M 1.31%
856,261
-15,215
24
$63M 1.29%
1,344,608
+124,123
25
$60.4M 1.24%
941,559
+1,843
1
2 3 4 5