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
$8.28B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$125M
3
+$94M
4
FHN icon
First Horizon
FHN
+$84.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$83.7M

Top Sells

1
+$121M
2
+$118M
3
+$105M
4
HESM icon
Hess Midstream
HESM
+$96.6M
5
SPG icon
Simon Property Group
SPG
+$91.8M

Sector Composition

1 Financials 23%
2 Technology 17.5%
3 Industrials 14.66%
4 Healthcare 13.27%
5 Consumer Discretionary 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANIP icon
176
ANI Pharmaceuticals
ANIP
$1.78B
$1.71M 0.02%
+21,617
ABCB icon
177
Ameris Bancorp
ABCB
$5.64B
$1.67M 0.02%
+22,441
AMRX icon
178
Amneal Pharmaceuticals
AMRX
$4.18B
$1.57M 0.02%
+124,899
DCI icon
179
Donaldson
DCI
$10.1B
$1.49M 0.02%
+16,846
BEN icon
180
Franklin Resources
BEN
$13.8B
$1.34M 0.02%
+55,903
AIR icon
181
AAR Corp
AIR
$4.71B
$1.23M 0.01%
+14,859
AGCO icon
182
AGCO
AGCO
$8.35B
$957K 0.01%
9,171
-10,829
NFG icon
183
National Fuel Gas
NFG
$8.47B
$480K 0.01%
+5,990
RIO icon
184
Rio Tinto
RIO
$162B
$381K ﹤0.01%
+4,766
EXE
185
Expand Energy Corp
EXE
$23.4B
– –
-42,270
BWIN
186
Baldwin Insurance Group
BWIN
$2.32B
– –
-257,664
ZTS icon
187
Zoetis
ZTS
$50.1B
– –
-22,416
ADM icon
188
Archer Daniels Midland
ADM
$33.1B
– –
-963,501
AGNC icon
189
AGNC Investment
AGNC
$11.9B
– –
-1,458,097
ALL icon
190
Allstate
ALL
$55.2B
– –
-63,902
AXP icon
191
American Express
AXP
$223B
– –
-23,830
CCJ icon
192
Cameco
CCJ
$52.4B
– –
-214,664
CMA
193
DELISTED
Comerica
CMA
– –
-761,014
CORZ icon
194
Core Scientific
CORZ
$6.14B
– –
-2,660,404
CTVA icon
195
Corteva
CTVA
$54.5B
– –
-590,063
CVX icon
196
Chevron
CVX
$375B
– –
-762,406
DECK icon
197
Deckers Outdoor
DECK
$15.4B
– –
-157,408
DIS icon
198
Walt Disney
DIS
$184B
– –
-180,701
EFX icon
199
Equifax
EFX
$23B
– –
-17,397
EQH icon
200
Equitable Holdings
EQH
$11.8B
– –
-39,538
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