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
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7,216
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231
$587K 0.03%
14,216
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232
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3,235
233
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4,275
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238
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$484K 0.02%
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$428K 0.02%
11,443
249
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7,440
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250
$399K 0.02%
6,100