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
51
$20.1M 0.49%
332,393
+71,158
52
$20M 0.49%
213,454
+58,930
53
$19.8M 0.48%
105,410
+9,636
54
$19.4M 0.47%
+1,109,000
55
$19.2M 0.47%
329,935
+176,051
56
$18.1M 0.44%
124,152
+46,954
57
$17.8M 0.43%
405,422
-2,269,207
58
$17.8M 0.43%
172,397
+62,231
59
$17.4M 0.42%
626,192
-137,213
60
$17M 0.41%
366,240
-5,960
61
$16.7M 0.41%
121,497
-21,095
62
$16.4M 0.4%
93,898
-13,870
63
$16.3M 0.4%
184,799
+13,687
64
$16.1M 0.39%
495,920
-130,224
65
$16M 0.39%
168,600
-3,100
66
$15.6M 0.38%
+120,491
67
$15.4M 0.37%
+251,359
68
$15.3M 0.37%
591,318
-563,643
69
$15.3M 0.37%
+384,000
70
$15.3M 0.37%
+419,908
71
$15.1M 0.37%
1,003,740
-62,969
72
$14.9M 0.36%
140,518
-135,425
73
$14.5M 0.35%
+60,484
74
$14.5M 0.35%
52,126
-17,037
75
$14.4M 0.35%
716,291
+438,981
1 2
3
4 5