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
$9B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$103M
3
+$102M
4
CCI icon
Crown Castle
CCI
+$65M
5
XLNX
Xilinx Inc
XLNX
+$62.4M

Top Sells

1
+$82.7M
2
+$48M
3
+$46.5M
4
TKR icon
Timken Company
TKR
+$45.4M
5
META icon
Meta Platforms (Facebook)
META
+$39.1M

Sector Composition

1 Financials 22.23%
2 Industrials 15.63%
3 Technology 14.53%
4 Healthcare 13.83%
5 Consumer Discretionary 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$264M 2.93%
1,462,459
+256,367
2
$237M 2.63%
3,297,990
+201,300
3
$229M 2.55%
+3,841,120
4
$180M 2%
2,265,616
+419,701
5
$174M 1.94%
1,522,567
+239,295
6
$170M 1.89%
640,525
+101,924
7
$167M 1.85%
1,763,286
-175,461
8
$165M 1.84%
1,650,220
-81,100
9
$161M 1.79%
3,564,228
+242,506
10
$158M 1.76%
617,820
+150,552
11
$147M 1.64%
4,380,905
-1,425,067
12
$144M 1.6%
2,875,039
-147,578
13
$142M 1.58%
3,726,117
+731,785
14
$140M 1.55%
2,471,784
+1,820,180
15
$123M 1.37%
2,789,834
-25,305
16
$122M 1.36%
4,490,251
-17,105
17
$117M 1.3%
3,750,878
-149,274
18
$108M 1.2%
4,380,460
+4,114,460
19
$106M 1.18%
3,614,144
+440,054
20
$106M 1.18%
2,142,432
-710,500
21
$95.5M 1.06%
831,848
+438,358
22
$95.3M 1.06%
347,771
+127,121
23
$94.2M 1.05%
1,792,561
+886,246
24
$93.6M 1.04%
1,306,888
-426,160
25
$92.8M 1.03%
1,648,271
+285,870
1
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