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
$9B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$94.8M
3
+$92.3M
4
CCI icon
Crown Castle
CCI
+$65.1M
5
CNH
CNH Industrial
CNH
+$57.7M

Top Sells

1
+$85.1M
2
+$53.2M
3
+$52.5M
4
META icon
Meta Platforms (Facebook)
META
+$43.1M
5
TKR icon
Timken Company
TKR
+$43M

Sector Composition

1 Financials 22.23%
2 Industrials 15.63%
3 Technology 14.53%
4 Healthcare 13.83%
5 Consumer Discretionary 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$514K 0.01%
+11,640
277
$441K ﹤0.01%
5,410
-341,271
278
$436K ﹤0.01%
2,608
279
$371K ﹤0.01%
+4,567
280
– –
-77,779
281
– –
-109,480
282
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-127,946
283
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-247,059
284
– –
-65,000
285
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-51,122
286
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-156,176
287
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-104
288
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-173,998
289
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-89,656
290
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-238,031
291
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-119,000
292
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-1,437,615
293
– –
-44,800
294
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-101,500
295
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-244,977
296
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-78,096
297
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-47,873
298
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-110,000
299
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-178,000
300
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-35,469
9 10 11
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