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
$3.58B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$86.4M
3
+$62.8M
4
WDC icon
Western Digital
WDC
+$55.8M
5
TAP icon
Molson Coors Class B
TAP
+$55.2M

Top Sells

1
+$86.9M
2
+$82.8M
3
+$79.8M
4
RAI
Reynolds American Inc
RAI
+$61.6M
5
JCI icon
Johnson Controls International
JCI
+$61.3M

Sector Composition

1 Technology 21.8%
2 Financials 18.34%
3 Consumer Discretionary 12.86%
4 Industrials 12.85%
5 Healthcare 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$309K 0.01%
10,000
-800
202
$293K 0.01%
12,652
203
$274K 0.01%
2,372
-1,366
204
$244K 0.01%
4,072
-4,798
205
$239K 0.01%
5,074
-1,228,717
206
$227K 0.01%
2,856
-117,910
207
$194K 0.01%
+12,462
208
$155K ﹤0.01%
1,132
209
$21K ﹤0.01%
600
-101,700
210
$6K ﹤0.01%
200
211
$2K ﹤0.01%
128,194
212
– –
-350,100
213
– –
-404,645
214
– –
-22,920
215
– –
-21,986
216
– –
-438,900
217
– –
-212,419
218
– –
-138,510
219
– –
-266,395
220
– –
-189,879
221
– –
-1,166,669
222
– –
-434,605
223
– –
-98,500
224
– –
-31,650
225
– –
-61,214
7 8
9
10 11