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
$12.3B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$135M
3
+$118M
4
COP icon
ConocoPhillips
COP
+$101M
5
BKR icon
Baker Hughes
BKR
+$96.6M

Top Sells

1
+$158M
2
+$155M
3
+$122M
4
SHW icon
Sherwin-Williams
SHW
+$106M
5
ALLY icon
Ally Financial
ALLY
+$97M

Sector Composition

1 Technology 19.38%
2 Industrials 17.01%
3 Healthcare 15.39%
4 Consumer Discretionary 12.46%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$545M 4.36%
3,908,480
+135,140
2
$450M 3.6%
2,764,980
+585,080
3
$426M 3.4%
1,416,747
+67,783
4
$412M 3.3%
2,365,608
-700,171
5
$268M 2.15%
547,633
+101,244
6
$250M 2%
1,025,569
+353,020
7
$223M 1.78%
1,502,960
-15,492
8
$222M 1.78%
3,534,970
+261,100
9
$218M 1.74%
515,982
+215,758
10
$203M 1.62%
3,932,349
-772,995
11
$200M 1.6%
2,496,559
+511,366
12
$192M 1.53%
325,052
-75,732
13
$183M 1.46%
3,289,733
-211,015
14
$179M 1.43%
562,755
+144,213
15
$179M 1.43%
629,346
-36,260
16
$177M 1.41%
603,100
-224,564
17
$174M 1.39%
1,746,014
+1,010,878
18
$152M 1.21%
2,589,855
+408,444
19
$145M 1.16%
+1,986,399
20
$135M 1.08%
+1,600,992
21
$127M 1.01%
1,502,575
-97,359
22
$126M 1%
1,866,280
+945,035
23
$123M 0.99%
1,040,137
+155,179
24
$118M 0.95%
+1,434,071
25
$117M 0.94%
2,289,174
+764,441
1
2 3 4 5