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
$10.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$119M
3
+$115M
4
AMAT icon
Applied Materials
AMAT
+$113M
5
AAPL icon
Apple
AAPL
+$93.6M

Top Sells

1
+$116M
2
+$108M
3
+$78.8M
4
ELV icon
Elevance Health
ELV
+$77.1M
5
BAH icon
Booz Allen Hamilton
BAH
+$75.7M

Sector Composition

1 Financials 21.78%
2 Technology 19.43%
3 Industrials 15.27%
4 Consumer Discretionary 13.21%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$388M 3.69%
3,758,700
+1,188,540
2
$322M 3.06%
2,084,860
+438,420
3
$244M 2.31%
1,997,557
+766,523
4
$229M 2.17%
4,941,050
-128,460
5
$227M 2.15%
770,615
+14,788
6
$205M 1.95%
4,544,757
+877,745
7
$189M 1.79%
704,766
+13,787
8
$176M 1.67%
3,411,736
-21,904
9
$152M 1.44%
2,503,459
+183,490
10
$148M 1.41%
973,879
-36,449
11
$148M 1.4%
1,031,047
+797,466
12
$147M 1.39%
622,422
+36,135
13
$138M 1.31%
727,979
+99,730
14
$137M 1.3%
1,208,946
+46,300
15
$133M 1.27%
943,186
+65,758
16
$128M 1.21%
550,881
+135,740
17
$127M 1.21%
525,119
-239,585
18
$126M 1.19%
1,728,876
+179,185
19
$119M 1.13%
+569,947
20
$119M 1.13%
2,441,942
+1,181,170
21
$118M 1.12%
2,164,017
+1,143,560
22
$114M 1.08%
1,276,254
+748,133
23
$113M 1.07%
683,005
+216,793
24
$113M 1.07%
+844,269
25
$110M 1.05%
1,516,033
-14,948
1
2 3 4 5