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
$59.2M
AUM Growth
-$7.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$87.5M
3
+$69M
4
V icon
Visa
V
+$64.8M
5
ORCL icon
Oracle
ORCL
+$56.6M

Top Sells

1
+$152M
2
+$141M
3
+$108M
4
LOW icon
Lowe's Companies
LOW
+$100M
5
COP icon
ConocoPhillips
COP
+$98.2M

Sector Composition

1 Financials 91.58%
2 Technology 2.08%
3 Healthcare 1.83%
4 Consumer Discretionary 0.99%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.7K 0.11%
1,329,557
-228,148
27
$64.7K 0.11%
5,322,944
+283,366
28
$63.7K 0.11%
224,580
+129,508
29
$62.6K 0.11%
361,544
-36,351
30
$59.1K 0.1%
1,221,662
+1,095,814
31
$58.9K 0.1%
3,212,393
+1,886,288
32
$58.7K 0.1%
793,166
-214,556
33
$56.5K 0.1%
230,404
+17,112
34
$56K 0.09%
505,421
-6,860
35
$54.7K 0.09%
464,100
-31,878
36
$54.5K 0.09%
+1,180,927
37
$53.2K 0.09%
895,029
+83,635
38
$52.8K 0.09%
168,037
-42,956
39
$52.8K 0.09%
533,214
+31,592
40
$48K 0.08%
723,613
+269,048
41
$47.4K 0.08%
1,528,246
+1,168,617
42
$46.6K 0.08%
782,431
+272,405
43
$46.4K 0.08%
1,928,960
+392,450
44
$46.1K 0.08%
1,092,901
-2,100,225
45
$42.8K 0.07%
541,549
+157,168
46
$41.6K 0.07%
460,797
-639,751
47
$38.4K 0.06%
153,791
+60,644
48
$38.3K 0.06%
209,128
-58,215
49
$36.8K 0.06%
251,278
-276,252
50
$34.8K 0.06%
430,277
+157,871
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