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
$7.66B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$90.4M
3
+$78.1M
4
BMY icon
Bristol-Myers Squibb
BMY
+$77M
5
MDT icon
Medtronic
MDT
+$72.1M

Top Sells

1
+$158M
2
+$83.4M
3
+$70.3M
4
BX icon
Blackstone
BX
+$70.2M
5
AMZN icon
Amazon
AMZN
+$61.7M

Sector Composition

1 Healthcare 17.74%
2 Financials 16.93%
3 Technology 13.92%
4 Industrials 12.37%
5 Consumer Discretionary 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$237M 3.09%
7,082,522
+2,701,617
2
$171M 2.23%
1,857,918
+94,632
3
$171M 2.23%
1,678,327
+155,760
4
$153M 1.99%
2,714,694
+2,074,391
5
$151M 1.98%
607,601
-32,924
6
$142M 1.85%
1,307,476
+719,004
7
$136M 1.77%
5,349,300
+968,840
8
$129M 1.68%
2,485,420
-1,355,700
9
$121M 1.58%
637,856
+20,036
10
$117M 1.53%
3,700,872
+136,644
11
$106M 1.38%
1,236,273
+351,608
12
$102M 1.33%
1,199,383
+305,888
13
$102M 1.33%
2,467,464
+1,320,545
14
$102M 1.33%
770,381
+365,402
15
$97.6M 1.27%
477,290
+71,486
16
$96.1M 1.25%
335,322
+73,280
17
$95.9M 1.25%
2,127,992
+476,033
18
$95.7M 1.25%
364,578
+16,807
19
$93.9M 1.23%
1,773,530
-492,086
20
$91.6M 1.2%
2,249,266
-625,773
21
$89.1M 1.16%
4,523,783
+1,179,480
22
$88.3M 1.15%
1,695,778
-1,602,212
23
$83.7M 1.09%
3,108,114
+1,832,358
24
$81.3M 1.06%
1,516,580
-116,107
25
$77M 1%
+1,481,881
1
2 3 4 5