AIM

Artemis Investment Management Portfolio holdings

AUM $8.28B
1-Year Est. Return 51.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.13B
AUM Growth
-$690M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$95.2M
3
+$78.7M
4
AMZN icon
Amazon
AMZN
+$78.7M
5
AZO icon
AutoZone
AZO
+$70.8M

Top Sells

1
+$122M
2
+$117M
3
+$114M
4
WTW icon
Willis Towers Watson
WTW
+$105M
5
AVGO icon
Broadcom
AVGO
+$85.1M

Sector Composition

1 Technology 21.27%
2 Industrials 15.56%
3 Healthcare 13.83%
4 Financials 9.9%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-297,113
227
– –
-187,065
228
– –
-937,372
229
– –
-61,140
230
– –
0
231
– –
-175,078
232
– –
-67,385
233
– –
-585,204
234
– –
-66,911
235
– –
-20,838
236
– –
-183,912
237
– –
-1,848,842
238
– –
-1,077,405
239
– –
-5,065
240
– –
-409,654
241
– –
-246,090
242
– –
-65,674
243
– –
-113,860
244
– –
-64,129
245
– –
-132,364
246
– –
-605,179
247
– –
-162,115
248
– –
-130,078
249
– –
-376,037
250
– –
-79,401
7 8 9
10
11