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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$198M
3
+$160M
4
AAPL icon
Apple
AAPL
+$120M
5
JPM icon
JPMorgan Chase
JPM
+$118M

Top Sells

1
+$195M
2
+$101M
3
+$76.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
AMED
Amedisys
AMED
+$70.9M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$547M 4.33%
4,112,460
+322,360
2
$472M 3.73%
3,337,715
+851,147
3
$372M 2.94%
1,320,126
+777,877
4
$281M 2.22%
828,068
-15,414
5
$233M 1.85%
408,485
+118,938
6
$228M 1.8%
1,393,624
+718,500
7
$225M 1.78%
1,369,180
-1,189,380
8
$220M 1.74%
4,052,095
+510,142
9
$212M 1.68%
4,931,887
+4,615,310
10
$211M 1.67%
946,280
+370,443
11
$207M 1.64%
548,240
+423,865
12
$202M 1.6%
741,646
+82,554
13
$201M 1.59%
1,390,820
+422,095
14
$176M 1.4%
1,053,840
+17,168
15
$153M 1.21%
1,273,198
+312,110
16
$153M 1.21%
3,146,740
+239,310
17
$151M 1.19%
855,299
+87,226
18
$148M 1.17%
1,221,252
+97,608
19
$144M 1.14%
711,395
+240,352
20
$144M 1.14%
386,433
+278,044
21
$141M 1.12%
727,195
+229,992
22
$139M 1.1%
473,411
+75,956
23
$134M 1.06%
563,624
+194,777
24
$124M 0.98%
517,507
-57,449
25
$121M 0.96%
2,371,451
-367,683
1
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