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
$6.55B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$63.3M
3
+$56.2M
4
ORCL icon
Oracle
ORCL
+$53.9M
5
PH icon
Parker-Hannifin
PH
+$48.6M

Top Sells

1
+$100M
2
+$99.9M
3
+$98.9M
4
AAPL icon
Apple
AAPL
+$96.9M
5
AMZN icon
Amazon
AMZN
+$93.2M

Sector Composition

1 Technology 24.9%
2 Industrials 14.03%
3 Financials 12.94%
4 Consumer Discretionary 11.86%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-493,683
202
– –
-612,989
203
– –
-114,044
204
– –
-24,091
205
– –
-313,100
206
– –
-12,206
207
– –
-179,686
208
– –
-79,214
209
– –
-17,089
210
– –
-19,669
211
– –
-29,362
212
– –
-25,481
213
– –
-117,864
214
– –
-4,104
215
– –
-3,891
216
– –
-53,897
217
– –
-42,555
218
– –
-31,176
219
– –
-1,700
220
– –
-120,818
221
– –
-22,550
222
– –
-114,466
223
– –
-343,168
224
– –
-103,024
225
– –
-159,063
6 7 8
9
10