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
$4.12B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$51.2M
3
+$49M
4
AVGO icon
Broadcom
AVGO
+$47.4M
5
LUMN icon
Lumen
LUMN
+$36.7M

Top Sells

1
+$99.6M
2
+$43.7M
3
+$42.8M
4
SYF icon
Synchrony
SYF
+$31M
5
BAC icon
Bank of America
BAC
+$29.3M

Sector Composition

1 Financials 24.49%
2 Technology 22.21%
3 Communication Services 12.31%
4 Consumer Discretionary 11.6%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.01M 0.05%
24,941
+3,089
202
$1.7M 0.04%
+90,500
203
$1.66M 0.04%
36,565
+2,698
204
$1.6M 0.04%
9,888
-7,903
205
$1.58M 0.04%
+12,510
206
$1.57M 0.04%
12,892
-581
207
$1.52M 0.04%
34,516
208
$1.49M 0.04%
69,110
209
$1.43M 0.03%
50,325
210
$1.3M 0.03%
+5,192
211
$1.28M 0.03%
14,150
-5,420
212
$1.26M 0.03%
37,770
-78,106
213
$938K 0.02%
116,561
-175,882
214
$890K 0.02%
27,529
-6,784
215
$880K 0.02%
32,474
216
$786K 0.02%
11,036
217
$562K 0.01%
2,952
+702
218
$515K 0.01%
14,688
+5,732
219
$465K 0.01%
4,024
220
$397K 0.01%
5,333
221
$357K 0.01%
26,394
+4,487
222
$350K 0.01%
+3,741
223
$305K 0.01%
3,435
-136,392
224
$296K 0.01%
3,469
225
$282K 0.01%
7,388
+2,953
7 8
9
10 11