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
$8.13B
AUM Growth
-$690M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$101M
3
+$88.1M
4
AMZN icon
Amazon
AMZN
+$83.9M
5
AMD icon
Advanced Micro Devices
AMD
+$71.3M

Top Sells

1
+$138M
2
+$122M
3
+$117M
4
WTW icon
Willis Towers Watson
WTW
+$101M
5
AVGO icon
Broadcom
AVGO
+$90.6M

Sector Composition

1 Technology 21.27%
2 Industrials 15.56%
3 Healthcare 13.83%
4 Financials 9.9%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$350M 4.29%
1,217,874
-479,730
2
$217M 2.66%
2,107,844
+814,098
3
$210M 2.57%
1,010,904
+563,077
4
$206M 2.52%
2,373,798
+355,535
5
$195M 2.39%
12,089,241
+754,774
6
$175M 2.14%
1,228,006
-316,788
7
$171M 2.1%
1,650,656
-115,100
8
$170M 2.08%
4,551,609
+500,591
9
$163M 1.99%
988,336
-293,919
10
$144M 1.76%
1,352,760
-187,792
11
$138M 1.69%
1,453,905
+247,105
12
$134M 1.65%
365,351
-124,861
13
$133M 1.62%
3,436,162
-1,284,474
14
$112M 1.37%
250,889
-33,905
15
$112M 1.37%
1,202,560
+196,509
16
$110M 1.34%
1,055,073
-354,304
17
$109M 1.33%
318,851
+8,524
18
$106M 1.3%
1,532,308
-351,232
19
$102M 1.25%
452,522
+27,480
20
$101M 1.23%
+3,637,260
21
$100M 1.23%
308,080
-2,786
22
$90.1M 1.1%
1,161,840
-88,036
23
$90.1M 1.1%
525,891
+172,981
24
$88.1M 1.08%
+4,178,022
25
$85.7M 1.05%
876,056
+728,603
1
2 3 4 5