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
$8.82B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$81M
4
BURL icon
Burlington
BURL
+$77.8M
5
IT icon
Gartner
IT
+$72.8M

Top Sells

1
+$199M
2
+$94.6M
3
+$81.3M
4
IQV icon
IQVIA
IQV
+$80.4M
5
PCG icon
PG&E
PCG
+$78M

Sector Composition

1 Technology 18.74%
2 Industrials 15.89%
3 Healthcare 15.35%
4 Financials 12.14%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$409M 4.63%
1,697,604
+234,113
2
$193M 2.19%
4,720,636
+582,341
3
$185M 2.1%
11,334,467
-4,779,336
4
$177M 2.01%
1,544,794
+179,831
5
$175M 1.98%
2,018,263
-11,504
6
$172M 1.95%
1,540,552
+992,772
7
$168M 1.9%
4,051,018
+3,002,101
8
$167M 1.9%
1,282,255
-65,375
9
$161M 1.82%
490,212
-46,363
10
$158M 1.79%
3,492,640
+1,103,108
11
$157M 1.78%
1,765,756
-246,239
12
$150M 1.7%
609,001
-22,804
13
$145M 1.65%
1,409,377
+161,459
14
$140M 1.58%
992,123
-19,667
15
$136M 1.54%
1,883,540
-115,421
16
$126M 1.43%
2,012,431
+13,617
17
$125M 1.42%
1,206,800
+480,069
18
$124M 1.41%
2,594,916
-502,296
19
$118M 1.34%
355,108
-209,103
20
$118M 1.34%
1,264,159
+58,301
21
$117M 1.33%
2,274,408
-602,070
22
$111M 1.26%
284,794
+126,014
23
$109M 1.24%
1,293,746
-344,334
24
$109M 1.23%
211,094
-183,542
25
$107M 1.22%
1,912,900
+338,830
1
2 3 4 5