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
126
$8M 0.19%
120,500
-2,300
127
$7.91M 0.19%
+118,200
128
$7.9M 0.19%
48,700
+10,800
129
$7.72M 0.19%
316,703
+227,582
130
$7.71M 0.19%
134,400
-61,800
131
$7.65M 0.19%
318,500
-5,800
132
$7.58M 0.18%
809,600
-297,600
133
$7.49M 0.18%
+41,700
134
$7.47M 0.18%
+71,100
135
$7.45M 0.18%
158,700
+18,000
136
$7.38M 0.18%
+200,566
137
$7.35M 0.18%
+91,300
138
$7.21M 0.18%
97,273
-2,003
139
$7.18M 0.17%
+43,623
140
$7.18M 0.17%
+107,900
141
$7.17M 0.17%
+336,986
142
$7.14M 0.17%
101,388
+25,419
143
$7.13M 0.17%
57,100
-98,662
144
$7.11M 0.17%
302,232
-68,809
145
$7M 0.17%
274,000
+111,897
146
$6.87M 0.17%
63,500
-1,200
147
$6.86M 0.17%
147,000
-2,800
148
$6.83M 0.17%
197,600
-44,400
149
$6.77M 0.16%
33,035
+20,544
150
$6.68M 0.16%
+465,015
4 5
6
7 8