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
$6.52B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$76.5M
3
+$71.7M
4
KGC icon
Kinross Gold
KGC
+$68.1M
5
BJ icon
BJs Wholesale Club
BJ
+$66.7M

Top Sells

1
+$96.6M
2
+$71.9M
3
+$71.2M
4
VST icon
Vistra
VST
+$53.8M
5
CLH icon
Clean Harbors
CLH
+$53.1M

Sector Composition

1 Financials 18.35%
2 Industrials 16.26%
3 Consumer Discretionary 15.67%
4 Technology 13.74%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-511,877
202
– –
-137,398
203
– –
-230,858
204
– –
-107,623
205
– –
-67,085
206
– –
-60,363
207
– –
-23,290
208
– –
-116,229
209
– –
-257,753
210
– –
-29,943
211
– –
-3,211
212
– –
-376,119
213
– –
-22,884
214
– –
-21,005
215
– –
-50,057
216
– –
-18,373
217
– –
-212,834
218
– –
-24,640
219
– –
-81,553
220
– –
-1,288
221
– –
-260,602
222
– –
-83,472
223
– –
-15,959
224
– –
-579,797
225
– –
-141,132
6 7 8
9
10