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
101
$10.8M 0.26%
128,900
+24,700
102
$10.6M 0.26%
56,986
+35,460
103
$9.97M 0.24%
+141,900
104
$9.82M 0.24%
565,800
-10,200
105
$9.76M 0.24%
61,160
-64,189
106
$9.63M 0.23%
154,100
-2,900
107
$9.61M 0.23%
1,200,000
-529,281
108
$9.6M 0.23%
362,400
-6,600
109
$9.6M 0.23%
184,873
+172,036
110
$9.09M 0.22%
642,810
-1,179,540
111
$9.02M 0.22%
443,124
-75,706
112
$9M 0.22%
+113,140
113
$8.8M 0.21%
+158,000
114
$8.71M 0.21%
90,782
-55,905
115
$8.67M 0.21%
+56,259
116
$8.54M 0.21%
+356,300
117
$8.44M 0.21%
75,800
-1,400
118
$8.42M 0.2%
300,095
-5,417
119
$8.37M 0.2%
208,900
-3,800
120
$8.33M 0.2%
+134,093
121
$8.23M 0.2%
78,800
-1,400
122
$8.17M 0.2%
79,747
+6,266
123
$8.16M 0.2%
129,944
+29,821
124
$8.11M 0.2%
57,056
-40,540
125
$8.04M 0.2%
180,515
-35,919
3 4
5
6 7