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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$7.01M
3 +$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1 +$13M
2 +$11.2M
3 +$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$570K 0.03%
15,292
227
$557K 0.03%
7,266
228
$534K 0.03%
3,450
229
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231
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232
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233
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234
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236
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237
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240
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241
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247
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248
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249
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5,216
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250
$386K 0.02%
9,020
+475