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
301
– –
-613,536
302
– –
-322,303
303
– –
-88,480
304
– –
-1,163,144
305
– –
-363,290
306
– –
-90,485
307
– –
-411,514
308
– –
-181,006
309
– –
-281,089
310
– –
-128,311
311
– –
-508,180
9 10 11 12
13