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
$4.12B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$51.2M
3
+$49M
4
AVGO icon
Broadcom
AVGO
+$47.4M
5
LUMN icon
Lumen
LUMN
+$36.7M

Top Sells

1
+$99.6M
2
+$43.7M
3
+$42.8M
4
SYF icon
Synchrony
SYF
+$31M
5
BAC icon
Bank of America
BAC
+$29.3M

Sector Composition

1 Financials 24.49%
2 Technology 22.21%
3 Communication Services 12.31%
4 Consumer Discretionary 11.6%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47M 1.14%
306,117
+50,067
27
$44.9M 1.09%
1,154,040
-74,401
28
$43.5M 1.06%
898,240
-355,460
29
$42.1M 1.02%
1,319,444
+865,580
30
$38.6M 0.94%
697,319
-222,410
31
$37.6M 0.91%
1,260,068
+376,134
32
$36.7M 0.89%
+1,537,299
33
$35.3M 0.86%
720,473
-873,236
34
$34.6M 0.84%
344,601
-173,573
35
$33.7M 0.82%
624,107
-42,787
36
$32M 0.78%
436,273
-356,522
37
$30.7M 0.74%
611,383
-323,374
38
$29.9M 0.73%
1,128,409
-280,986
39
$29.1M 0.71%
247,778
+153,815
40
$28.5M 0.69%
797,560
+274,581
41
$28.4M 0.69%
+1,135,329
42
$27.7M 0.67%
+516,809
43
$27.1M 0.66%
160,119
+16,638
44
$26.4M 0.64%
511,936
-53,435
45
$25.6M 0.62%
+722,331
46
$24.2M 0.59%
+740,076
47
$24.1M 0.59%
139,877
+87,822
48
$22.9M 0.56%
188,939
-25,924
49
$21.5M 0.52%
367,281
+361,558
50
$20.8M 0.51%
361,577
-759,435
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