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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$51.9M
3
+$43.5M
4
PLD icon
Prologis
PLD
+$42.5M
5
LIN icon
Linde
LIN
+$40.7M

Top Sells

1
+$88M
2
+$87.7M
3
+$44.3M
4
TRGP icon
Targa Resources
TRGP
+$42M
5
AVGO icon
Broadcom
AVGO
+$41.3M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$265M 3.13%
1,980,910
+398,661
2
$168M 1.98%
972,181
-57,591
3
$163M 1.92%
1,725,480
+549,700
4
$157M 1.85%
2,385,192
+39,240
5
$151M 1.78%
2,163,410
-17,154
6
$150M 1.78%
413,548
+107,023
7
$142M 1.68%
3,699,124
-2,282,358
8
$141M 1.66%
1,083,627
-13,927
9
$136M 1.6%
604,942
-32,902
10
$133M 1.57%
767,984
-55,446
11
$123M 1.45%
2,154,253
-341,492
12
$122M 1.44%
1,080,177
-239,112
13
$115M 1.36%
2,811,061
+88,680
14
$115M 1.36%
1,438,235
+531,932
15
$109M 1.28%
3,779,450
-1,436,990
16
$108M 1.28%
5,170,002
+757,583
17
$106M 1.25%
3,058,742
+585,598
18
$100M 1.18%
877,011
+21,533
19
$91.3M 1.08%
1,202,105
+25,370
20
$90.9M 1.07%
2,050,040
+982,153
21
$90.4M 1.07%
321,313
+20,084
22
$89.9M 1.06%
466,709
+90,448
23
$89.8M 1.06%
2,129,273
+134,190
24
$87.1M 1.03%
3,011,217
+1,042,349
25
$85M 1%
1,853,673
-509,013
1
2 3 4 5