AIM

Artemis Investment Management Portfolio holdings

AUM $9.43B
1-Year Est. Return 74.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.12B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$52.2M
3
+$48.2M
4
AVGO icon
Broadcom
AVGO
+$47.1M
5
LUMN icon
Lumen
LUMN
+$38.6M

Top Sells

1
+$93.4M
2
+$41.9M
3
+$40.5M
4
SYF icon
Synchrony
SYF
+$30.8M
5
HES
Hess
HES
+$28.5M

Sector Composition

1 Financials 24.49%
2 Technology 22.21%
3 Communication Services 12.31%
4 Consumer Discretionary 11.6%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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254
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255
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-2,959,484
256
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-167,100
257
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-390,300
258
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-855,862
259
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-22,542
260
– –
-200,200
261
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-100,158
7 8 9 10
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