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AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+8%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
1
AstraZeneca
AZN
$263B
$281M 2.98%
+1,444,565
New +$279M
NVDA icon
2
NVIDIA
NVDA
$4.86T
$262M 2.78%
1,501,760
-94,406
-6% -$17.3M
ABBV icon
3
AbbVie
ABBV
$443B
$227M 2.4%
1,041,483
+337,485
+48% +$74.9M
CSCO icon
4
Cisco
CSCO
$457B
$219M 2.32%
2,820,149
+952,095
+51% +$74.5M
PFE icon
5
Pfizer
PFE
$143B
$208M 2.2%
7,392,508
+1,782,628
+32% +$47.5M
KGC icon
6
Kinross Gold
KGC
$27.4B
$205M 2.18%
6,723,213
+1,020,223
+18% +$33.4M
DOW icon
7
Dow Inc
DOW
$21.9B
$198M 2.1%
+4,749,460
New +$151M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.36T
$178M 1.88%
617,848
-212,275
-26% -$66.7M
BMY icon
9
Bristol-Myers Squibb
BMY
$133B
$175M 1.86%
2,885,298
+1,144,545
+66% +$66.7M
FCX icon
10
Freeport-McMoran
FCX
$90B
$166M 1.77%
2,831,850
+1,935,812
+216% +$117M
PAGP icon
11
Plains GP Holdings
PAGP
$5.21B
$163M 1.73%
6,711,956
+3,182,783
+90% +$69.5M
AEM icon
12
Agnico Eagle Mines
AEM
$73.6B
$154M 1.64%
759,712
+188,465
+33% +$39.2M
FHN icon
13
First Horizon
FHN
$12.2B
$131M 1.39%
5,756,478
+1,977,452
+52% +$47.3M
JBHT icon
14
JB Hunt Transport Services
JBHT
$25.5B
$129M 1.37%
+607,335
New +$129M
PRIM icon
15
Primoris Services
PRIM
$4.58B
$126M 1.33%
879,580
+79,897
+10% +$11.7M
GM icon
16
General Motors
GM
$80.4B
$122M 1.3%
1,643,705
-302,521
-16% -$24M
COHR icon
17
Coherent
COHR
$51.4B
$121M 1.28%
507,794
+324,350
+177% +$74.3M
NVT icon
18
nVent Electric
NVT
$24.9B
$119M 1.27%
1,009,864
-344,837
-25% -$39.2M
AAPL icon
19
Apple
AAPL
$4.54T
$119M 1.26%
468,148
-21,948
-4% -$5.71M
BEN icon
20
Franklin Resources
BEN
$17.6B
$115M 1.22%
4,879,886
+4,823,983
+8,629% +$124M
CFG icon
21
Citizens Financial Group
CFG
$30.3B
$114M 1.21%
1,899,294
-548,756
-22% -$33.7M
BKR icon
22
Baker Hughes
BKR
$60B
$113M 1.2%
+1,849,242
New +$107M
BNY
23
Bank of New York Mellon
BNY
$106B
$110M 1.16%
925,302
+147,783
+19% +$17.6M
ATI icon
24
ATI
ATI
$25.6B
$105M 1.11%
+721,505
New +$100M
BIIB icon
25
Biogen
BIIB
$30B
$105M 1.11%
571,571
+344,726
+152% +$63.5M
1
2 3 4 5

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Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.