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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$551K 0.02%
17,450
-1,250
227
$522K 0.02%
14,667
+100
228
$508K 0.02%
8,760
+25
229
$507K 0.02%
41,920
-67,355
230
$501K 0.02%
920
+9
231
$494K 0.02%
1,888
-45
232
$489K 0.02%
36,210
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233
$488K 0.02%
5,075
-25
234
$483K 0.02%
3,080
-55
235
$475K 0.02%
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+100
236
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237
$461K 0.02%
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238
$457K 0.02%
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239
$451K 0.02%
7,150
-100
240
$425K 0.02%
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241
$417K 0.02%
1,667
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242
$416K 0.02%
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243
$415K 0.02%
5,800
244
$393K 0.02%
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245
$373K 0.02%
9,189
246
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5,835
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247
$361K 0.01%
7,925
-25
248
$352K 0.01%
+2,053
249
$346K 0.01%
775
250
$341K 0.01%
3,542
-25
8 9
10
11 12