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
$7.32B
AUM Growth
-$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$49.2M
3
+$47.9M
4
CVS icon
CVS Health
CVS
+$41.4M
5
TRU icon
TransUnion
TRU
+$36.6M

Top Sells

1
+$141M
2
+$90.9M
3
+$85M
4
PYPL icon
PayPal
PYPL
+$73M
5
PFE icon
Pfizer
PFE
+$64M

Sector Composition

1 Financials 16.84%
2 Technology 15.86%
3 Consumer Discretionary 13.84%
4 Industrials 13.43%
5 Healthcare 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.02%
+64,376
227
$1.08M 0.01%
9,112
-17,507
228
$723K 0.01%
40,542
-29,718
229
$453K 0.01%
4,429
-48,123
230
$432K 0.01%
5,838
-249,505
231
$429K 0.01%
2,899
232
$389K 0.01%
5,133
-65,364
233
$380K 0.01%
2,115
-30,342
234
– –
-490,948
235
– –
-13,879
236
– –
-741,227
237
– –
-2,853,831
238
– –
-18,447
239
– –
-145,965
240
– –
-283,872
241
– –
-327,446
242
– –
-2,050,040
243
– –
-211,859
244
– –
-81,995
245
– –
-15,631
246
– –
-27,166
247
– –
-137,938
248
– –
-139,730
249
– –
-225,485
250
– –
-70,502
8 9
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