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
$3.72B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$72.4M
3
+$62.9M
4
SYF icon
Synchrony
SYF
+$56M
5
MET icon
MetLife
MET
+$54.4M

Top Sells

1
+$207M
2
+$84.7M
3
+$59.6M
4
INTC icon
Intel
INTC
+$55.9M
5
OXY icon
Occidental Petroleum
OXY
+$51.7M

Sector Composition

1 Financials 29.78%
2 Technology 21.76%
3 Consumer Discretionary 13.27%
4 Industrials 9.36%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-192,707
227
– –
-75,238
228
– –
-36,819
229
– –
-166,463
230
– –
-200
231
– –
-3,400
232
– –
-12,462
233
– –
-678,144
234
– –
-366,974
235
– –
-355,799
236
– –
-80,555
237
– –
-142,800
238
– –
-258,624
239
– –
-71,555
240
– –
-211,662
241
– –
-60,000
242
– –
-81,816
243
– –
-53,947
244
– –
-107,221
245
– –
-385,832
246
– –
-231,357
247
– –
-419,000
248
– –
-84,135
249
– –
-20,000
250
– –
-33,596
7 8 9
10
11