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
$2.03B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.77M
3
+$7.71M
4
MDLZ icon
Mondelez International
MDLZ
+$7.67M
5
XYL icon
Xylem
XYL
+$7.6M

Top Sells

1
+$19.4M
2
+$10.3M
3
+$9.88M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.91M
5
APH icon
Amphenol
APH
+$7.89M

Sector Composition

1 Technology 23.47%
2 Healthcare 18.04%
3 Financials 11.86%
4 Industrials 10.31%
5 Consumer Staples 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$642K 0.03%
4,863
227
$638K 0.03%
5,760
-100
228
$619K 0.03%
2,749
-575
229
$608K 0.03%
6,250
230
$593K 0.03%
7,216
+605
231
$587K 0.03%
14,216
-2,575
232
$579K 0.03%
3,235
233
$578K 0.03%
15,187
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234
$576K 0.03%
4,275
-100
235
$576K 0.03%
6,598
+275
236
$549K 0.03%
1,341
-1,492
237
$538K 0.03%
4,798
-25
238
$489K 0.02%
4,683
-400
239
$487K 0.02%
1,488
240
$484K 0.02%
5,660
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241
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242
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243
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-250
244
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245
$453K 0.02%
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246
$442K 0.02%
1,791
247
$433K 0.02%
2,750
-478
248
$428K 0.02%
11,443
249
$411K 0.02%
7,440
-1,000
250
$399K 0.02%
6,100
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10
11 12