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
$7.96B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$90.6M
3
+$85.9M
4
LOW icon
Lowe's Companies
LOW
+$57.2M
5
ADM icon
Archer Daniels Midland
ADM
+$52.8M

Top Sells

1
+$104M
2
+$87M
3
+$72.9M
4
B
Barrick Mining
B
+$67.1M
5
C icon
Citigroup
C
+$59.4M

Sector Composition

1 Technology 20.21%
2 Financials 14.16%
3 Industrials 14.04%
4 Consumer Discretionary 13.91%
5 Healthcare 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$349M 4.39%
2,220,200
-202,300
2
$226M 2.84%
864,066
+406,877
3
$189M 2.37%
898,718
-258,130
4
$176M 2.21%
4,830,860
-252,050
5
$163M 2.04%
1,408,571
-896,101
6
$159M 2%
668,915
+123,304
7
$147M 1.85%
687,803
+135,114
8
$141M 1.77%
391,965
-27,376
9
$139M 1.75%
3,539,552
-279,000
10
$138M 1.73%
938,141
-380,214
11
$116M 1.45%
1,013,206
-124,399
12
$110M 1.38%
559,843
+460,182
13
$109M 1.36%
544,350
-80,713
14
$105M 1.32%
706,174
-25,300
15
$104M 1.31%
310,521
-41,256
16
$101M 1.27%
608,076
+345,018
17
$99.4M 1.25%
225,510
-27,220
18
$97.1M 1.22%
1,313,727
+440,609
19
$94.8M 1.19%
1,581,005
+31,174
20
$90.2M 1.13%
1,830,295
+342,729
21
$88.1M 1.11%
1,074,802
+395,202
22
$85.9M 1.08%
+387,696
23
$81.9M 1.03%
2,054,024
+845,976
24
$81.8M 1.03%
986,708
-374,046
25
$79.7M 1%
2,145,447
-929,473
1
2 3 4 5