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
$6.55B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$69.7M
3
+$63.4M
4
GM icon
General Motors
GM
+$61.3M
5
PH icon
Parker-Hannifin
PH
+$54.1M

Top Sells

1
+$104M
2
+$101M
3
+$101M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$98.7M
5
AMZN icon
Amazon
AMZN
+$95.1M

Sector Composition

1 Technology 25.37%
2 Industrials 14.03%
3 Financials 12.47%
4 Consumer Discretionary 11.86%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$326M 4.96%
756,514
-234,582
2
$291M 4.43%
2,396,210
-722,486
3
$208M 3.17%
1,116,126
-510,597
4
$161M 2.45%
281,203
-47,448
5
$155M 2.36%
664,287
-433,964
6
$116M 1.77%
491,629
+171,685
7
$114M 1.73%
585,719
+108,471
8
$105M 1.59%
4,040,069
-4,028,411
9
$100M 1.53%
385,872
+73,532
10
$99.1M 1.51%
1,854,180
+291,131
11
$98.9M 1.51%
190,264
-24,352
12
$98.7M 1.5%
579,503
+372,057
13
$98.7M 1.5%
1,912,775
-940,211
14
$98.1M 1.49%
372,362
-235,154
15
$98M 1.49%
827,000
+661,881
16
$96.5M 1.47%
559,267
+404,127
17
$92.7M 1.41%
516,263
-125,412
18
$91.8M 1.4%
379,722
-110,946
19
$89.4M 1.36%
331,514
+99,613
20
$88.5M 1.35%
4,476,541
-2,396,860
21
$86.6M 1.32%
181,526
-81,336
22
$82.1M 1.25%
495,162
-595,295
23
$80.2M 1.22%
8,567,435
+1,871,939
24
$78.5M 1.2%
1,275,919
+106,076
25
$72.1M 1.1%
1,594,774
+166,081
1
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