AIM

Artemis Investment Management Portfolio holdings

AUM $9.43B
1-Year Est. Return 74.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.06%
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
176
$2.69M 0.03%
9,819
-109,902
177
$2.64M 0.03%
6,897
178
$2.58M 0.03%
28,386
-15,672
179
$2.51M 0.03%
+218,928
180
$2.3M 0.03%
41,131
-38,728
181
$2.03M 0.03%
135,230
-146,300
182
$1.87M 0.02%
9,254
-132,292
183
$928K 0.01%
1,894
+24
184
$816K 0.01%
21,294
-690
185
$721K 0.01%
18,603
-2,877
186
$378K ﹤0.01%
+1,206
187
$281K ﹤0.01%
669
188
$260K ﹤0.01%
834
-251
189
$250K ﹤0.01%
4,811
-7,904
190
$242K ﹤0.01%
887
-746
191
$212K ﹤0.01%
374
-21
192
– –
-308,832
193
– –
-2,963,239
194
– –
-349,368
195
– –
-179,927
196
– –
-408,236
197
– –
-231,184
198
– –
-242,131
199
– –
-841,312
200
– –
-195,952
6 7
8
9 10