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
$7.71B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$90.5M
3
+$85.9M
4
LW icon
Lamb Weston
LW
+$70.7M
5
CTVA icon
Corteva
CTVA
+$63.2M

Top Sells

1
+$151M
2
+$98.4M
3
+$79.3M
4
INTC icon
Intel
INTC
+$75.6M
5
WFC icon
Wells Fargo
WFC
+$71.6M

Sector Composition

1 Technology 22.8%
2 Industrials 18.05%
3 Healthcare 12.05%
4 Financials 11.57%
5 Consumer Discretionary 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$409M 5.16%
973,426
-96,747
2
$304M 3.83%
1,686,621
-439,886
3
$294M 3.71%
3,097,620
-230,940
4
$255M 3.21%
524,744
-116,002
5
$233M 2.94%
9,120,083
+1,180,937
6
$169M 2.12%
3,269,706
+624,250
7
$160M 2.02%
768,421
-62,340
8
$152M 1.91%
2,650,209
+1,581,389
9
$138M 1.74%
236,666
-82,250
10
$131M 1.65%
565,189
+86,351
11
$131M 1.65%
1,230,538
+663,985
12
$120M 1.52%
2,079,003
-1,235,850
13
$111M 1.4%
6,649,459
-949,348
14
$105M 1.33%
196,444
-59,040
15
$97.5M 1.23%
1,608,376
+1,417,864
16
$97.4M 1.23%
208,118
+34,085
17
$95.8M 1.21%
+553,810
18
$95.5M 1.2%
6,278,919
+1,362,108
19
$94.9M 1.2%
1,101,225
+121,528
20
$94.1M 1.19%
1,625,716
+458,530
21
$86.9M 1.09%
431,635
-298,656
22
$83.2M 1.05%
306,153
-555,088
23
$82.4M 1.04%
452,653
+14,963
24
$82.2M 1.04%
514,696
+351,317
25
$76.6M 0.97%
350,750
+86,096
1
2 3 4 5