ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 20.9%
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$14.4M
4
SBUX icon
Starbucks
SBUX
+$13.5M
5
AXON icon
Axon Enterprise
AXON
+$12.5M

Top Sells

1
+$15.8M
2
+$12.1M
3
+$11.6M
4
FRC
First Republic Bank
FRC
+$9.93M
5
MPWR icon
Monolithic Power Systems
MPWR
+$9.73M

Sector Composition

1 Technology 20.59%
2 Healthcare 18.05%
3 Financials 12.55%
4 Industrials 10.72%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$663K 0.03%
+23,120
227
$633K 0.03%
6,250
228
$633K 0.03%
4,005
229
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230
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231
$616K 0.03%
6,323
232
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54,500
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233
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234
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3,235
235
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236
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237
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238
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241
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246
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248
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249
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250
$434K 0.02%
5,600
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8 9
10
11 12