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
$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
176
$2.86M 0.04%
43,446
-29,835
177
$2.56M 0.03%
18,328
-94,908
178
$2.34M 0.03%
5,501
-1,396
179
$2.14M 0.03%
+20,000
180
$2.01M 0.03%
39,538
-10,296
181
$2M 0.02%
49,210
-56,142
182
$1.66M 0.02%
7,121
-2,133
183
$1.21M 0.02%
21,061
-7,325
184
– –
-1,381,408
185
– –
-1,076,940
186
– –
-834
187
– –
-320,280
188
– –
-218,928
189
– –
-18,603
190
– –
-301,517
191
– –
-213,660
192
– –
-134,089
193
– –
-561,381
194
– –
-502,746
195
– –
-1,660,666
196
– –
-546,118
197
– –
-44,177
198
– –
-488,804
199
– –
-549,614
200
– –
-315,683
5 6 7
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