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
$12.6B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$204M
3
+$166M
4
AAPL icon
Apple
AAPL
+$125M
5
JPM icon
JPMorgan Chase
JPM
+$113M

Top Sells

1
+$205M
2
+$101M
3
+$83.4M
4
CAT icon
Caterpillar
CAT
+$75.8M
5
WDC icon
Western Digital
WDC
+$75.6M

Sector Composition

1 Financials 20.89%
2 Technology 20.44%
3 Healthcare 14.58%
4 Industrials 12.81%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.36M 0.01%
15,055
+3,868
277
$1.32M 0.01%
+43,731
278
$1.31M 0.01%
7,667
+2,345
279
$1.3M 0.01%
+20,000
280
$1.25M 0.01%
+57,524
281
$1.22M 0.01%
38,657
+19,041
282
$1.05M 0.01%
9,389
-2,307
283
$1.01M 0.01%
57,179
+15,201
284
$1.01M 0.01%
38,628
+9,866
285
$972K 0.01%
11,583
-155,579
286
– –
-1,149,521
287
– –
-289,355
288
– –
-637,904
289
– –
-215,714
290
– –
-1,306,886
291
– –
-2,732,588
292
– –
-347,908
293
– –
-90,957
294
– –
-9,805
295
– –
-98,989
296
– –
-224,525
297
– –
-52,293
298
– –
-221,812
299
– –
-4,978
300
– –
-328,591
10 11
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