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
$9.73B
AUM Growth
-$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$187M
3
+$126M
4
VZ icon
Verizon
VZ
+$118M
5
MCK icon
McKesson
MCK
+$109M

Top Sells

1
+$181M
2
+$178M
3
+$129M
4
BBWI icon
Bath & Body Works
BBWI
+$119M
5
SPLK
Splunk Inc
SPLK
+$116M

Sector Composition

1 Healthcare 19.8%
2 Technology 17.14%
3 Industrials 12.41%
4 Consumer Staples 10.77%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$548K 0.01%
29,146
-23,901
227
$467K ﹤0.01%
+2,707
228
$420K ﹤0.01%
15,029
-5,705
229
$377K ﹤0.01%
8,000
+2,000
230
$303K ﹤0.01%
5,272
-2,746
231
$265K ﹤0.01%
1,072
-86,213
232
$241K ﹤0.01%
96,107
-23,969
233
$51K ﹤0.01%
+22,364
234
– –
-154,947
235
– –
-113,560
236
– –
-575,771
237
– –
-1,013,686
238
– –
-400,612
239
– –
-600,129
240
– –
-10,087
241
– –
-397,503
242
– –
-90,268
243
– –
-171,175
244
– –
-16,500
245
– –
-168,630
246
– –
-39,414
247
– –
0
248
– –
-210,546
249
– –
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250
– –
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