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
$7.77B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$95.6M
3
+$70.5M
4
COF icon
Capital One
COF
+$70.1M
5
TDG icon
TransDigm Group
TDG
+$60.3M

Top Sells

1
+$107M
2
+$74.9M
3
+$68.1M
4
BRBR icon
BellRing Brands
BRBR
+$62.6M
5
GM icon
General Motors
GM
+$61.3M

Sector Composition

1 Technology 19.74%
2 Financials 18.45%
3 Industrials 17.6%
4 Consumer Discretionary 11.56%
5 Healthcare 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.9M 0.22%
698,642
+114,436
127
$16.5M 0.21%
122,980
+73,910
128
$16.1M 0.21%
274,287
129
$16M 0.21%
+147,136
130
$16M 0.21%
+72,097
131
$15.8M 0.2%
78,614
+38,344
132
$15.7M 0.2%
38,802
-49,229
133
$14.5M 0.19%
113,236
+74,241
134
$14.2M 0.18%
1,319,725
+376,763
135
$13.9M 0.18%
+320,280
136
$13.7M 0.18%
+94,031
137
$13.1M 0.17%
195,585
+67,295
138
$12.5M 0.16%
45,604
139
$12.1M 0.16%
36,958
+8,469
140
$12M 0.16%
44,177
-18,486
141
$12M 0.15%
75,508
142
$11.3M 0.15%
+134,089
143
$11M 0.14%
42,601
-2,918
144
$10.8M 0.14%
3,039,160
-3,502,137
145
$10.5M 0.13%
+25,725
146
$10.4M 0.13%
100,734
+97,413
147
$10.3M 0.13%
32,374
-2,576
148
$10.1M 0.13%
233,475
-288,430
149
$9.97M 0.13%
33,248
+15,031
150
$9.88M 0.13%
+54,260
4 5
6
7 8