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
$9.73B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$187M
3
+$126M
4
VZ icon
Verizon
VZ
+$118M
5
MCK icon
McKesson
MCK
+$109M

Top Sells

1
+$181M
2
+$178M
3
+$129M
4
BBWI icon
Bath & Body Works
BBWI
+$119M
5
SPLK
Splunk Inc
SPLK
+$116M

Sector Composition

1 Healthcare 19.8%
2 Technology 17.14%
3 Industrials 12.41%
4 Consumer Staples 10.77%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$473M 4.86%
1,836,026
+419,279
2
$248M 2.54%
2,258,640
-1,649,840
3
$215M 2.21%
+812,783
4
$195M 2.01%
1,425,455
-940,153
5
$187M 1.92%
+2,967,951
6
$185M 1.9%
339,862
+14,810
7
$181M 1.86%
3,017,664
+521,105
8
$176M 1.81%
501,095
-14,887
9
$172M 1.77%
355,082
-192,551
10
$167M 1.72%
579,850
+17,095
11
$152M 1.56%
1,890,309
+1,570,975
12
$151M 1.55%
1,957,420
-28,979
13
$150M 1.54%
14,962,896
+6,885,238
14
$141M 1.45%
1,820,247
+219,255
15
$141M 1.45%
2,673,486
-1,258,863
16
$134M 1.37%
2,626,597
+2,328,170
17
$131M 1.35%
3,071,537
-218,196
18
$124M 1.28%
387,368
+320,171
19
$120M 1.23%
552,506
+241,433
20
$118M 1.21%
684,174
+90,706
21
$117M 1.2%
2,404,300
-1,130,670
22
$116M 1.19%
1,090,404
-1,674,576
23
$109M 1.12%
+333,834
24
$109M 1.12%
751,966
+310,334
25
$109M 1.12%
243,232
+221,400
1
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