AIM

Artemis Investment Management Portfolio holdings

AUM $8.04B
1-Year Est. Return 47.09%
This Quarter Est. Return
1 Year Est. Return
+47.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.3B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$135M
3
+$118M
4
COP icon
ConocoPhillips
COP
+$101M
5
BKR icon
Baker Hughes
BKR
+$96.6M

Top Sells

1
+$158M
2
+$155M
3
+$122M
4
SHW icon
Sherwin-Williams
SHW
+$106M
5
ALLY icon
Ally Financial
ALLY
+$97M

Sector Composition

1 Technology 19.38%
2 Industrials 17.01%
3 Healthcare 15.39%
4 Consumer Discretionary 12.46%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-75,581
302
– –
-46,741
303
– –
-17,706
304
– –
-35,833
305
– –
-761,726
306
– –
-738,886
307
– –
-173,363
308
– –
-11,124
309
– –
-1,775,201
310
– –
-439,826
311
– –
-454,381
312
– –
-332,491
313
– –
-808,701
314
– –
-112,347
315
– –
-571,296
316
– –
-272,883
317
– –
-136,745
318
– –
-346,338
319
– –
-26,710
320
– –
-537,422
9 10 11 12
13