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
$3.97B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$78.9M
3
+$54.6M
4
SE
Spectra Energy Corp Wi
SE
+$48.5M
5
MSFT icon
Microsoft
MSFT
+$31.2M

Top Sells

1
+$419M
2
+$59.3M
3
+$49.7M
4
WDC icon
Western Digital
WDC
+$31.3M
5
AMZN icon
Amazon
AMZN
+$30.5M

Sector Composition

1 Industrials 23.75%
2 Healthcare 17.43%
3 Financials 16.04%
4 Consumer Discretionary 12.44%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K ﹤0.01%
4,782
-195,218
227
$124K ﹤0.01%
+3,000
228
$117K ﹤0.01%
1,132
229
$13K ﹤0.01%
128,194
230
$9K ﹤0.01%
200
-800
231
$1K ﹤0.01%
+120
232
– –
-277,082
233
– –
-176,089
234
– –
-390,064
235
– –
-117,500
236
– –
-52,100
237
– –
-71,400
238
– –
-249,700
239
– –
-163,043
240
– –
-330,563
241
– –
-254,100
242
– –
-1,411,906
243
– –
-60,000
244
– –
-53,262
245
– –
-457,951
246
– –
-66,723
247
– –
-87,163
248
– –
-86,300
249
– –
-3,500
250
– –
-27,283
7 8 9
10
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