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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$236M 3.22%
1,697,861
-283,049
2
$173M 2.36%
4,626,548
+927,424
3
$165M 2.26%
435,229
+21,681
4
$149M 2.04%
2,168,756
+5,346
5
$142M 1.94%
2,019,381
-365,811
6
$140M 1.91%
810,179
-162,002
7
$137M 1.88%
2,281,886
+127,633
8
$125M 1.71%
1,446,900
-278,580
9
$112M 1.53%
2,483,398
+354,125
10
$107M 1.46%
1,256,461
-181,774
11
$102M 1.4%
2,394,685
+488,462
12
$102M 1.39%
817,792
-262,385
13
$98.1M 1.34%
3,563,260
-216,190
14
$97.6M 1.33%
702,970
-380,657
15
$94.4M 1.29%
2,284,049
+104,923
16
$90.5M 1.24%
824,957
+63,133
17
$89.1M 1.22%
5,151,403
-18,599
18
$86.9M 1.19%
655,798
+232,230
19
$86.7M 1.18%
361,713
+40,400
20
$79M 1.08%
1,294,354
-83,090
21
$77.5M 1.06%
851,515
-111,521
22
$76.1M 1.04%
2,238,033
-820,709
23
$73.2M 1%
352,238
-32,508
24
$72.8M 0.99%
344,162
-260,780
25
$71M 0.97%
306,833
+35,782
1
2 3 4 5