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
$3.68B
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$70M
3
+$55.1M
4
ZION icon
Zions Bancorporation
ZION
+$40.4M
5
WDC icon
Western Digital
WDC
+$34.2M

Top Sells

1
+$181M
2
+$137M
3
+$76.6M
4
SE
Spectra Energy Corp Wi
SE
+$61.2M
5
R icon
Ryder
R
+$60.2M

Sector Composition

1 Industrials 17.88%
2 Healthcare 16.23%
3 Financials 15.97%
4 Consumer Discretionary 12.1%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-39,141
277
– –
-290,400
278
– –
-91,527
279
– –
-113,579
8 9 10 11
12