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

Top Buys

1
+$68M
2
+$65M
3
+$59.5M
4
ZION icon
Zions Bancorporation
ZION
+$42.6M
5
JPM icon
JPMorgan Chase
JPM
+$33.6M

Top Sells

1
+$173M
2
+$130M
3
+$79.6M
4
R icon
Ryder
R
+$65.2M
5
SE
Spectra Energy Corp Wi
SE
+$61.2M

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
– –
-290,400
277
– –
-91,527
278
– –
-113,579
279
– –
-317,312
8 9 10 11
12