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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$587K 0.03%
7,243
+27
227
$585K 0.03%
8,305
-2,490
228
$565K 0.03%
15,187
229
$556K 0.03%
13,366
-850
230
$556K 0.03%
3,235
231
$546K 0.03%
1,400
232
$538K 0.03%
4,683
233
$516K 0.02%
1,791
234
$498K 0.02%
4,275
235
$496K 0.02%
1,538
+50
236
$468K 0.02%
7,250
-190
237
$465K 0.02%
4,894
+50
238
$459K 0.02%
42,569
239
$452K 0.02%
5,000
240
$446K 0.02%
10,956
241
$437K 0.02%
986
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242
$434K 0.02%
5,660
243
$432K 0.02%
11,862
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244
$423K 0.02%
4,348
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245
$406K 0.02%
2,750
246
$385K 0.02%
38,538
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247
$381K 0.02%
6,100
248
$378K 0.02%
8,300
-122,555
249
$367K 0.02%
8,100
250
$365K 0.02%
3,665
+1,526
8 9
10
11 12