AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$72.4M
3
+$62.9M
4
SYF icon
Synchrony
SYF
+$56M
5
MET icon
MetLife
MET
+$54.4M

Top Sells

1
+$207M
2
+$84.7M
3
+$59.6M
4
INTC icon
Intel
INTC
+$55.9M
5
OXY icon
Occidental Petroleum
OXY
+$51.7M

Sector Composition

1 Financials 29.78%
2 Technology 21.76%
3 Consumer Discretionary 13.27%
4 Industrials 9.36%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$276M 7.41%
4,434,361
+1,294,564
2
$182M 4.89%
5,217,033
+1,483,873
3
$136M 3.65%
2,641,396
+204,802
4
$133M 3.56%
3,078,428
+787,087
5
$122M 3.28%
2,535,132
+1,132,301
6
$112M 3.01%
1,881,760
+904,579
7
$104M 2.81%
2,876,468
+1,544,030
8
$86.7M 2.33%
3,573,418
+755,416
9
$74.7M 2.01%
4,857,246
-72,705
10
$72.4M 1.95%
+3,270,107
11
$69.7M 1.87%
2,405,968
-2,924,180
12
$65M 1.75%
1,043,242
+1,010,247
13
$51.6M 1.39%
1,047,066
+181,828
14
$50.2M 1.35%
+829,865
15
$49.9M 1.34%
1,329,580
-378,680
16
$49.8M 1.34%
931,563
+231,958
17
$45.7M 1.23%
528,852
+355,752
18
$44.9M 1.21%
839,423
+119,016
19
$40.9M 1.1%
706,970
+184,185
20
$39.5M 1.06%
408,213
+209,387
21
$38.6M 1.04%
240,981
+86,729
22
$33.5M 0.9%
921,753
-1,540,399
23
$31.8M 0.86%
+1,327,308
24
$31.5M 0.85%
1,166,041
+159,557
25
$31.4M 0.85%
+395,265
1
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