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
$4.87B
AUM Growth
+$757M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$61.6M
3
+$56.3M
4
JPM icon
JPMorgan Chase
JPM
+$52.1M
5
C icon
Citigroup
C
+$51.6M

Top Sells

1
+$132M
2
+$97M
3
+$51.2M
4
LUMN icon
Lumen
LUMN
+$36.7M
5
MET icon
MetLife
MET
+$35.3M

Sector Composition

1 Financials 27%
2 Technology 17.76%
3 Consumer Discretionary 12.12%
4 Healthcare 11.7%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$980K 0.02%
49,188
-19,922
202
$907K 0.02%
99,453
-17,108
203
$848K 0.02%
32,474
204
$564K 0.01%
2,952
205
$538K 0.01%
14,688
206
$472K 0.01%
6,648
-4,388
207
$368K 0.01%
26,394
208
$324K 0.01%
3,469
209
$288K 0.01%
7,388
210
$208K ﹤0.01%
2,856
211
$199K ﹤0.01%
2,474
-147,022
212
$157K ﹤0.01%
2,928
-327,007
213
$121K ﹤0.01%
5,576
-331,410
214
$116K ﹤0.01%
2,519
-73,147
215
– –
-63,004
216
– –
-97,273
217
– –
-91,300
218
– –
-158,097
219
– –
-197,600
220
– –
-101,388
221
– –
-119,689
222
– –
-9,888
223
– –
-29,409
224
– –
-1,537,299
225
– –
-134,093
6 7 8
9
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