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
$8.04B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$73.2M
3
+$66.3M
4
ADM icon
Archer Daniels Midland
ADM
+$56.4M
5
AAPL icon
Apple
AAPL
+$51.8M

Top Sells

1
+$100M
2
+$100M
3
+$91.5M
4
FIX icon
Comfort Systems
FIX
+$89.5M
5
WFC icon
Wells Fargo
WFC
+$86.1M

Sector Composition

1 Financials 18.84%
2 Technology 18.29%
3 Industrials 16.67%
4 Consumer Discretionary 11.45%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIS icon
176
Fidelity National Information Services
FIS
$24.5B
$2.86M 0.04%
43,446
-29,835
STLD icon
177
Steel Dynamics
STLD
$25.1B
$2.56M 0.03%
18,328
-94,908
HCA icon
178
HCA Healthcare
HCA
$108B
$2.34M 0.03%
5,501
-1,396
AGCO icon
179
AGCO
AGCO
$8.5B
$2.14M 0.03%
+20,000
EQH icon
180
Equitable Holdings
EQH
$10.7B
$2.01M 0.03%
39,538
-10,296
PPC icon
181
Pilgrim's Pride
PPC
$8.41B
$2M 0.02%
49,210
-56,142
EXP icon
182
Eagle Materials
EXP
$5.87B
$1.66M 0.02%
7,121
-2,133
GLOB icon
183
Globant
GLOB
$1.88B
$1.21M 0.02%
21,061
-7,325
ONON icon
184
On Holding
ONON
$11.6B
– –
-4,811
PNFP icon
185
Pinnacle Financial Partners Inc
PNFP
$12.8B
– –
-527,842
RACE icon
186
Ferrari
RACE
$56.9B
– –
-1,894
ROP icon
187
Roper Technologies
ROP
$35.7B
– –
-374
RYAN icon
188
Ryan Specialty Holdings
RYAN
$4.31B
– –
-343,380
SAIA icon
189
Saia
SAIA
$9.18B
– –
-9,819
TSN icon
190
Tyson Foods
TSN
$21.6B
– –
-41,131
VRSK icon
191
Verisk Analytics
VRSK
$25.5B
– –
-834
VZ icon
192
Verizon
VZ
$212B
– –
-320,280
WBA
193
DELISTED
Walgreens Boots Alliance
WBA
– –
-218,928
AS icon
194
Amer Sports
AS
$19.5B
– –
-18,603
AIG icon
195
American International
AIG
$40.5B
– –
-301,517
ALGN icon
196
Align Technology
ALGN
$12.9B
– –
-213,660
CAVA icon
197
CAVA Group
CAVA
$9.34B
– –
-134,089
CBZ icon
198
CBIZ
CBZ
$1.41B
– –
-561,381
CMG icon
199
Chipotle Mexican Grill
CMG
$42.3B
– –
-502,746
CNM icon
200
Core & Main
CNM
$9.55B
– –
-1,660,666
5 6 7
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