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
$7.44B
AUM Growth
+$7.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$113M
3
+$87.4M
4
FIS icon
Fidelity National Information Services
FIS
+$63.7M
5
SPGI icon
S&P Global
SPGI
+$62.4M

Top Sells

1
+$108M
2
+$95.1M
3
+$73.1M
4
PG icon
Procter & Gamble
PG
+$62.6M
5
GM icon
General Motors
GM
+$61.5M

Sector Composition

1 Technology 22.98%
2 Healthcare 15.1%
3 Financials 15%
4 Consumer Discretionary 12.6%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$335M 4.5%
2,422,500
-376,560
2
$236M 3.18%
1,156,848
-132,441
3
$211M 2.83%
2,304,672
+109,944
4
$179M 2.4%
3,818,552
+3,769,706
5
$177M 2.38%
1,318,355
+473,428
6
$161M 2.16%
5,082,910
-393,390
7
$138M 1.86%
419,341
+188,937
8
$121M 1.63%
625,063
-280,105
9
$119M 1.6%
1,137,605
+294,511
10
$116M 1.56%
545,611
+184,067
11
$113M 1.51%
+3,074,920
12
$106M 1.43%
1,360,754
-130,119
13
$104M 1.4%
457,189
-26,710
14
$103M 1.39%
731,474
-80,376
15
$100M 1.35%
62,707
+54,688
16
$97.4M 1.31%
552,689
+301,411
17
$95.8M 1.29%
351,777
-53,216
18
$94.8M 1.27%
1,849,064
+756,163
19
$91.7M 1.23%
252,730
+28,150
20
$89.7M 1.21%
198,258
-60,383
21
$87M 1.17%
1,259,618
+78,691
22
$85.5M 1.15%
1,207,520
-1,529,620
23
$82.4M 1.11%
3,048,082
-164,311
24
$79.7M 1.07%
1,549,831
-22,670
25
$76.9M 1.03%
458,421
-125,166
1
2 3 4 5