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
151
$6.27M 0.15%
141,693
+86,584
152
$6.03M 0.15%
185,473
-105,579
153
$5.94M 0.14%
253,771
-86,899
154
$5.9M 0.14%
+624,000
155
$5.74M 0.14%
+144,150
156
$5.38M 0.13%
+27,203
157
$5.04M 0.12%
+234,061
158
$4.94M 0.12%
+86,590
159
$4.88M 0.12%
+174,997
160
$4.84M 0.12%
114,937
-97,674
161
$4.61M 0.11%
+40,300
162
$4.38M 0.11%
+366,201
163
$4.36M 0.11%
+158,097
164
$4.34M 0.11%
30,301
+11,217
165
$4.33M 0.11%
66,923
-212,916
166
$4.15M 0.1%
+64,091
167
$4.12M 0.1%
+150,254
168
$4.05M 0.1%
57,170
+54,795
169
$3.99M 0.1%
113,587
+68,533
170
$3.89M 0.09%
14,339
+1,340
171
$3.89M 0.09%
57,500
-1,100
172
$3.79M 0.09%
64,707
+6,045
173
$3.66M 0.09%
146,959
-46,052
174
$3.63M 0.09%
75,666
-42,780
175
$3.46M 0.08%
+80,000
5 6
7
8 9