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
$59.2M
AUM Growth
-$7.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$87.5M
3
+$69M
4
V icon
Visa
V
+$64.8M
5
ORCL icon
Oracle
ORCL
+$56.6M

Top Sells

1
+$152M
2
+$141M
3
+$108M
4
LOW icon
Lowe's Companies
LOW
+$100M
5
COP icon
ConocoPhillips
COP
+$98.2M

Sector Composition

1 Financials 91.58%
2 Technology 2.08%
3 Healthcare 1.83%
4 Consumer Discretionary 0.99%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.29K ﹤0.01%
50,400
-28,000
202
$2.14K ﹤0.01%
296,221
-276,045
203
$1.95K ﹤0.01%
122,224
-194,534
204
$1.92K ﹤0.01%
48,846
-840,806
205
$1.58K ﹤0.01%
+449,044
206
$1.54K ﹤0.01%
+23,032
207
$1.52K ﹤0.01%
+16,952
208
$1.51K ﹤0.01%
+36,213
209
$1.21K ﹤0.01%
29,983
-218,851
210
$1.14K ﹤0.01%
100,000
+50,000
211
$984 ﹤0.01%
+188,450
212
$838 ﹤0.01%
101,998
-59,800
213
$631 ﹤0.01%
13,192
-1,190
214
$386 ﹤0.01%
+38,104
215
– –
-192,158
216
– –
-75,212
217
– –
-52,078
218
– –
-342,830
219
– –
-7,688
220
– –
-1,220,000
221
– –
-281,823
222
– –
-1,511,147
223
– –
-27,365
224
– –
-7,796
225
– –
-9,112
7 8
9
10 11