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
301
– –
-166,253
302
– –
-2,417
303
– –
-110,000
304
– –
-178,000
305
– –
-35,469
9 10 11 12
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