AIM

Artemis Investment Management Portfolio holdings

AUM $8.28B
1-Year Est. Return 51.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.77B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$95.6M
3
+$70.5M
4
COF icon
Capital One
COF
+$70.1M
5
TDG icon
TransDigm Group
TDG
+$60.3M

Top Sells

1
+$107M
2
+$74.9M
3
+$68.1M
4
BRBR icon
BellRing Brands
BRBR
+$62.6M
5
GM icon
General Motors
GM
+$61.3M

Sector Composition

1 Technology 19.74%
2 Financials 18.45%
3 Industrials 17.6%
4 Consumer Discretionary 11.56%
5 Healthcare 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$364M 4.69%
2,304,976
+318,146
2
$312M 4.02%
628,042
+120,211
3
$209M 2.69%
952,432
+22,628
4
$184M 2.37%
249,693
+24,023
5
$180M 2.32%
+868,376
6
$175M 2.25%
820,363
+375,673
7
$172M 2.21%
1,070,161
+604,790
8
$155M 2%
1,935,746
+191,674
9
$137M 1.76%
776,344
+335,851
10
$132M 1.69%
463,125
-35,425
11
$126M 1.62%
678,596
+111,836
12
$121M 1.55%
225,330
-22,908
13
$101M 1.3%
1,190,980
+355,303
14
$100M 1.29%
1,660,666
-131,269
15
$98.1M 1.26%
6,274,740
-602,181
16
$92.9M 1.2%
336,985
+121,559
17
$86.5M 1.11%
455,756
+332,799
18
$82.1M 1.06%
2,132,543
+163,095
19
$81.7M 1.05%
1,415,846
+130,099
20
$78.4M 1.01%
112,181
-13,141
21
$77.2M 0.99%
301,727
+30,674
22
$75.6M 0.97%
711,633
+15,684
23
$74.6M 0.96%
+2,652,355
24
$72.4M 0.93%
+522,277
25
$71.2M 0.92%
653,131
-17,942
1
2 3 4 5