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
$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
– –
-109,480
281
– –
-127,946
282
– –
-247,059
283
– –
-65,000
284
– –
-51,122
285
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-156,176
286
– –
-104
287
– –
-173,998
288
– –
-89,656
289
– –
-238,031
290
– –
-119,000
291
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-1,437,615
292
– –
-44,800
293
– –
-101,500
294
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295
– –
-78,096
296
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-47,873
297
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298
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299
– –
-49,784
300
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-77,779
9 10 11
12
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