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
176
$3.42M 0.08%
+90,004
177
$3.34M 0.08%
+71,797
178
$3.34M 0.08%
+63,970
179
$3.28M 0.08%
+172,262
180
$3.25M 0.08%
+28,833
181
$3.19M 0.08%
61,791
+59,649
182
$3.07M 0.07%
35,047
183
$3.06M 0.07%
121,937
184
$3.05M 0.07%
64,755
185
$2.85M 0.07%
16,203
186
$2.77M 0.07%
58,457
187
$2.62M 0.06%
20,410
-6,962
188
$2.58M 0.06%
46,178
+11,136
189
$2.56M 0.06%
57,262
-86,410
190
$2.56M 0.06%
24,511
+3,630
191
$2.52M 0.06%
68,299
-5,176
192
$2.48M 0.06%
122,957
-1,045,599
193
$2.42M 0.06%
115,809
-174,733
194
$2.36M 0.06%
63,004
-15,458
195
$2.35M 0.06%
+26,128
196
$2.33M 0.06%
+60,000
197
$2.28M 0.06%
+29,409
198
$2.19M 0.05%
124,288
-21,588
199
$2.08M 0.05%
119,689
200
$2.07M 0.05%
55,998
6 7
8
9 10