ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.69B
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$719K 0.04%
+5,710
227
$719K 0.04%
+14,215
228
$703K 0.04%
+1,920
229
$675K 0.03%
+8,545
230
$653K 0.03%
+54,279
231
$650K 0.03%
+10,773
232
$644K 0.03%
+15,292
233
$642K 0.03%
+2,833
234
$632K 0.03%
+4,005
235
$628K 0.03%
+60,000
236
$627K 0.03%
+6,350
237
$581K 0.03%
+3,450
238
$552K 0.03%
+4,863
239
$548K 0.03%
+25,070
240
$548K 0.03%
+7,266
241
$547K 0.03%
+5,995
242
$538K 0.03%
+4,523
243
$524K 0.03%
+3,235
244
$511K 0.03%
+3,497
245
$498K 0.03%
+6,323
246
$487K 0.02%
+5,125
247
$484K 0.02%
+5,851
248
$474K 0.02%
+5,320
249
$467K 0.02%
+10,306
250
$464K 0.02%
+3,035
8 9
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