AIM

Artemis Investment Management Portfolio holdings

AUM $8.04B
1-Year Est. Return 47.09%
This Quarter Est. Return
1 Year Est. Return
+47.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$72.4M
3
+$62.9M
4
SYF icon
Synchrony
SYF
+$56M
5
MET icon
MetLife
MET
+$54.4M

Top Sells

1
+$207M
2
+$84.7M
3
+$59.6M
4
INTC icon
Intel
INTC
+$55.9M
5
OXY icon
Occidental Petroleum
OXY
+$51.7M

Sector Composition

1 Financials 29.78%
2 Technology 21.76%
3 Consumer Discretionary 13.27%
4 Industrials 9.36%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$965K 0.03%
8,568
-2,627
202
$878K 0.02%
32,474
203
$834K 0.02%
16,334
-173,172
204
$834K 0.02%
+11,036
205
$373K 0.01%
5,204
206
$363K 0.01%
2,250
207
$343K 0.01%
11,340
-393,400
208
$302K 0.01%
5,723
-190,276
209
$268K 0.01%
8,956
-726,000
210
$262K 0.01%
3,469
-172,797
211
$262K 0.01%
12,652
212
$208K 0.01%
2,856
213
$200K 0.01%
1,388
-87,141
214
$160K ﹤0.01%
2,888
-253,182
215
$140K ﹤0.01%
4,435
-283,191
216
$137K ﹤0.01%
1,132
217
$132K ﹤0.01%
+3,576
218
– –
-233,797
219
– –
-453,800
220
– –
-121,800
221
– –
-50,700
222
– –
-43,237
223
– –
-1,075,383
224
– –
-90,442
225
– –
-192,707
7 8
9
10 11