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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.01%
12,652
-346,577
227
$232K 0.01%
10,800
+7,800
228
$138K ﹤0.01%
1,132
229
$14K ﹤0.01%
+800
230
$6K ﹤0.01%
200
231
$4K ﹤0.01%
128,194
232
– –
-89,448
233
– –
-381,924
234
– –
-210,687
235
– –
-140,000
236
– –
-133,200
237
– –
-88,100
238
– –
-252,238
239
– –
-319,272
240
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-285,401
241
– –
-20,229
242
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-167,168
243
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-570,000
244
– –
-89,600
245
– –
-173,216
246
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-28,149
247
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-38,330
248
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-353,000
249
– –
-461,435
250
– –
-76,451
8 9
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