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
$10.5B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$118M
3
+$99.4M
4
AAPL icon
Apple
AAPL
+$98.4M
5
AMAT icon
Applied Materials
AMAT
+$93.1M

Top Sells

1
+$116M
2
+$100M
3
+$85.8M
4
BAH icon
Booz Allen Hamilton
BAH
+$75.7M
5
ELV icon
Elevance Health
ELV
+$69.1M

Sector Composition

1 Financials 21.78%
2 Technology 19.43%
3 Industrials 15.27%
4 Consumer Discretionary 13.21%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-668,043
277
– –
-143,132
278
– –
-186,974
279
– –
-18,518
280
– –
-99,380
281
– –
-206,989
282
– –
-162,353
283
– –
-19
284
– –
-144,780
285
– –
-181,625
286
– –
-377,971
287
– –
-225,390
288
– –
-57,650
289
– –
-1,039,533
290
– –
-146,408
291
– –
-307,747
292
– –
-45,206
293
– –
-181,912
294
– –
-128,300
295
– –
-186,769
296
– –
-128,094
297
– –
-326,930
298
– –
-1,237,010
299
– –
-111,018
300
– –
-511,936
9 10 11
12
13