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
$8.47B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$50.6M
3
+$40.5M
4
BX icon
Blackstone
BX
+$39.2M
5
BA icon
Boeing
BA
+$39M

Top Sells

1
+$87.1M
2
+$85.6M
3
+$43.3M
4
TRGP icon
Targa Resources
TRGP
+$42.6M
5
AVGO icon
Broadcom
AVGO
+$41.9M

Sector Composition

1 Financials 20.39%
2 Industrials 14.81%
3 Technology 13.79%
4 Healthcare 12.08%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-121,486
302
– –
-113,323
303
– –
-161,670
304
– –
-413,900
305
– –
-81,922
306
– –
-1,186,108
307
– –
-20,937
308
– –
-478,518
309
– –
-271,264
9 10 11 12
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