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
$4.12B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$51.2M
3
+$49M
4
AVGO icon
Broadcom
AVGO
+$47.4M
5
LUMN icon
Lumen
LUMN
+$36.7M

Top Sells

1
+$99.6M
2
+$43.7M
3
+$42.8M
4
SYF icon
Synchrony
SYF
+$31M
5
BAC icon
Bank of America
BAC
+$29.3M

Sector Composition

1 Financials 24.49%
2 Technology 22.21%
3 Communication Services 12.31%
4 Consumer Discretionary 11.6%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$255M 6.21%
3,813,921
+785,339
2
$129M 3.13%
1,924,032
+167,901
3
$121M 2.94%
4,020,240
+716,692
4
$112M 2.72%
3,201,532
-525,751
5
$96M 2.33%
5,159,472
-155,237
6
$91.5M 2.22%
3,772,702
-1,207,622
7
$89.3M 2.17%
3,022,274
+709,791
8
$77.4M 1.88%
1,702,400
+51,200
9
$76.5M 1.86%
1,055,834
+365,259
10
$74.3M 1.81%
401,007
+51,990
11
$71.6M 1.74%
2,147,762
+1,028,755
12
$64.7M 1.57%
2,169,972
-1,039,612
13
$62.6M 1.52%
3,163,828
+447,498
14
$60.1M 1.46%
871,476
-83,824
15
$60M 1.46%
939,716
+189,280
16
$58M 1.41%
669,279
+193,130
17
$57.4M 1.39%
2,462,140
+2,032,140
18
$57.1M 1.39%
1,584,836
-770,036
19
$54.8M 1.33%
362,866
+324,379
20
$53.5M 1.3%
1,220,485
-609,523
21
$52.1M 1.27%
1,653,900
+235,956
22
$51.2M 1.24%
+1,146,158
23
$48.3M 1.17%
774,795
-221,300
24
$47.5M 1.15%
519,672
+34,142
25
$47.2M 1.15%
1,142,340
+159,278
1
2 3 4 5