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
$59.2M
AUM Growth
-$7.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$175K
3
+$80.3K
4
V icon
Visa
V
+$55.5K
5
NEWR
New Relic, Inc.
NEWR
+$54.5K

Top Sells

1
+$98.2M
2
+$60.7M
3
+$55M
4
T icon
AT&T
T
+$53.5M
5
HII icon
Huntington Ingalls Industries
HII
+$40M

Sector Composition

1 Financials 91.58%
2 Technology 2.08%
3 Healthcare 1.83%
4 Consumer Discretionary 0.99%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 90.23%
2,465,746
+95,195
2
$273K 0.46%
2,799,060
+1,792,800
3
$204K 0.34%
1,289,289
-656,789
4
$159K 0.27%
2,737,140
+598,500
5
$146K 0.25%
905,168
+344,055
6
$140K 0.24%
2,194,728
-2,071,988
7
$130K 0.22%
5,476,300
+1,544,060
8
$110K 0.19%
2,408,222
+435,813
9
$107K 0.18%
811,850
+393,308
10
$105K 0.18%
1,950,667
+651,698
11
$103K 0.17%
844,927
+354,620
12
$101K 0.17%
1,490,873
-100,853
13
$101K 0.17%
1,813,868
+636,863
14
$89.9K 0.15%
258,641
+146,088
15
$89.3K 0.15%
2,120,800
+658,617
16
$88.6K 0.15%
4,256,103
+64,969
17
$84.3K 0.14%
583,587
-24,449
18
$83.1K 0.14%
1,129,344
+554,510
19
$80.8K 0.14%
483,899
+278,706
20
$80.3K 0.14%
+728,892
21
$79.1K 0.13%
1,313,040
+238,420
22
$78.8K 0.13%
404,993
+118,298
23
$70.8K 0.12%
843,094
+513,581
24
$70.4K 0.12%
924,172
-116,413
25
$67.4K 0.11%
1,572,501
+806,640
1
2 3 4 5