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
126
$10.1K 0.02%
+250,274
127
$10.1K 0.02%
+484,107
128
$10K 0.02%
335,369
-129,663
129
$9.98K 0.02%
163,241
-416,842
130
$9.89K 0.02%
+67,193
131
$9.84K 0.02%
91,113
-43,697
132
$9.82K 0.02%
81,586
-277,910
133
$9.78K 0.02%
245,389
-19,359
134
$9.65K 0.02%
554,623
+325,595
135
$9.54K 0.02%
525,431
-131,143
136
$9.12K 0.02%
198,558
+139,864
137
$9.04K 0.02%
104,884
-918,810
138
$9.03K 0.02%
66,604
+36,325
139
$8.52K 0.01%
+163,415
140
$8.35K 0.01%
+555,931
141
$8.25K 0.01%
+712,024
142
$8K 0.01%
121,738
+21,055
143
$7.93K 0.01%
107,931
-211,529
144
$7.91K 0.01%
26,126
-4,753
145
$7.86K 0.01%
97,002
-898
146
$7.81K 0.01%
573,646
-70,142
147
$7.79K 0.01%
230,930
-1,227,634
148
$7.77K 0.01%
+278,148
149
$7.66K 0.01%
+584,867
150
$7.59K 0.01%
+61,222
4 5
6
7 8