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
76
$14.3M 0.35%
223,100
+36,900
77
$14.2M 0.35%
77,285
+6,345
78
$14.2M 0.34%
7,579
-1,302
79
$14.1M 0.34%
154,239
-113,415
80
$14M 0.34%
235,445
-13,658
81
$13.6M 0.33%
+148,781
82
$13.4M 0.33%
2,535,000
+727,000
83
$13.3M 0.32%
436,494
+89,796
84
$13.2M 0.32%
59,450
-9,950
85
$13.1M 0.32%
273,818
-95,311
86
$13.1M 0.32%
+220,334
87
$13.1M 0.32%
41,313
+10,354
88
$13M 0.32%
+154,503
89
$13M 0.32%
+499,455
90
$12.9M 0.31%
175,232
-35,433
91
$12.6M 0.31%
118,895
-20,231
92
$11.9M 0.29%
73,898
-10,105
93
$11.9M 0.29%
218,913
-183,433
94
$11.9M 0.29%
+149,496
95
$11.7M 0.28%
272,741
+31,583
96
$11.6M 0.28%
314,591
+54,299
97
$11.3M 0.28%
218,984
-30,295
98
$11M 0.27%
391,307
+4,193
99
$10.9M 0.26%
302,507
-59,168
100
$10.8M 0.26%
+66,977
2 3
4
5 6