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
$6.82B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$76.3M
3
+$67.8M
4
HLT icon
Hilton Worldwide
HLT
+$64.2M
5
BLK icon
Blackrock
BLK
+$62.3M

Top Sells

1
+$131M
2
+$99.6M
3
+$88.7M
4
META icon
Meta Platforms (Facebook)
META
+$88.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$81.5M

Sector Composition

1 Technology 21.41%
2 Industrials 15.98%
3 Financials 13.4%
4 Healthcare 12.37%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$402M 5.81%
1,070,173
-235,793
2
$323M 4.66%
2,126,507
-415,670
3
$213M 3.07%
640,746
-265,522
4
$181M 2.61%
7,939,146
+299,333
5
$175M 2.52%
861,241
-32,747
6
$163M 2.35%
3,314,853
+1,549,979
7
$160M 2.31%
3,328,560
-2,711,440
8
$140M 2.02%
318,916
+14,449
9
$139M 2%
830,761
-79,853
10
$137M 1.98%
7,598,807
+446,848
11
$127M 1.84%
730,291
-180,005
12
$118M 1.71%
255,484
-42,679
13
$108M 1.56%
923,542
-851,729
14
$106M 1.53%
3,111,853
+248,125
15
$101M 1.45%
+2,645,456
16
$93.1M 1.34%
478,838
+235,343
17
$89M 1.28%
797,690
-48,900
18
$88.7M 1.28%
677,562
-384,127
19
$87.4M 1.26%
640,673
-241,925
20
$87.2M 1.26%
618,694
-578,030
21
$86M 1.24%
229,848
-14,082
22
$80.3M 1.16%
417,322
-125,482
23
$78.5M 1.13%
4,916,811
-231,049
24
$77.5M 1.12%
603,403
-95,070
25
$75.6M 1.09%
1,504,569
+1,116,284
1
2 3 4 5