AIM

Artemis Investment Management Portfolio holdings

AUM $8.04B
1-Year Est. Return 47.09%
This Quarter Est. Return
1 Year Est. Return
+47.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.52B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$76.5M
3
+$71.7M
4
KGC icon
Kinross Gold
KGC
+$68.1M
5
BJ icon
BJs Wholesale Club
BJ
+$66.7M

Top Sells

1
+$96.6M
2
+$71.9M
3
+$71.2M
4
VST icon
Vistra
VST
+$53.8M
5
CLH icon
Clean Harbors
CLH
+$53.1M

Sector Composition

1 Financials 18.35%
2 Industrials 16.26%
3 Consumer Discretionary 15.67%
4 Technology 13.74%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$215M 3.3%
1,986,830
-477,776
2
$191M 2.92%
507,831
-125,684
3
$177M 2.71%
929,804
-238,769
4
$142M 2.18%
2,662,734
+642,928
5
$130M 1.99%
225,670
-5,026
6
$125M 1.92%
1,744,072
+369,260
7
$123M 1.88%
514,699
+117,761
8
$119M 1.82%
566,760
+82,933
9
$117M 1.8%
567,274
+165,732
10
$117M 1.79%
+1,629,268
11
$110M 1.68%
498,550
-38,166
12
$101M 1.55%
2,144,067
+75,934
13
$87.4M 1.34%
1,458,753
+1,277,000
14
$86.7M 1.33%
6,876,921
+5,400,447
15
$86.6M 1.33%
1,791,935
+936,863
16
$83.3M 1.28%
1,969,448
+1,118,245
17
$80M 1.23%
248,238
+147,885
18
$79.7M 1.22%
444,690
+181,597
19
$79.1M 1.21%
150,351
+55,238
20
$78.9M 1.21%
734,023
+494,523
21
$77.3M 1.18%
465,371
+321,897
22
$76.2M 1.17%
125,322
-11,450
23
$74.9M 1.15%
4,361,914
-153,655
24
$73M 1.12%
532,554
+77,472
25
$72.2M 1.11%
822,767
-33,858
1
2 3 4 5