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
$7.02B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$74.2M
3
+$71.2M
4
IP icon
International Paper
IP
+$64.7M
5
SAIA icon
Saia
SAIA
+$48M

Top Sells

1
+$111M
2
+$99.1M
3
+$65.7M
4
LIN icon
Linde
LIN
+$65.7M
5
ELV icon
Elevance Health
ELV
+$61.6M

Sector Composition

1 Technology 21.54%
2 Financials 17.71%
3 Industrials 16.28%
4 Consumer Discretionary 16.07%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$331M 4.71%
2,464,606
+68,396
2
$267M 3.8%
633,515
-122,999
3
$256M 3.65%
1,168,573
+52,447
4
$139M 1.98%
536,716
+45,087
5
$135M 1.92%
230,696
-50,507
6
$117M 1.67%
204,265
+73,237
7
$114M 1.62%
249,782
+105,356
8
$113M 1.61%
396,938
+24,576
9
$110M 1.57%
2,068,133
+466,277
10
$109M 1.56%
1,394,805
+118,886
11
$109M 1.55%
2,019,806
+1,202,632
12
$104M 1.47%
446,698
-112,569
13
$103M 1.47%
402,106
+162,567
14
$99.8M 1.42%
394,214
+62,700
15
$96.6M 1.38%
579,797
+294
16
$96.6M 1.38%
1,374,812
+1,105,679
17
$91.1M 1.3%
4,515,569
+39,028
18
$87.3M 1.24%
424,802
-91,461
19
$87M 1.24%
136,772
+51,181
20
$86M 1.22%
1,907,630
-5,145
21
$86M 1.22%
483,827
+417,839
22
$82.5M 1.17%
435,815
-59,347
23
$81.8M 1.16%
3,882,087
-157,982
24
$81.7M 1.16%
571,681
-14,038
25
$77.4M 1.1%
401,542
+100,311
1
2 3 4 5