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
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$461K 0.02%
+2,637
252
$443K 0.02%
+4,358
253
$439K 0.02%
+3,428
254
$436K 0.02%
+9,488
255
$412K 0.02%
+1,388
256
$408K 0.02%
+11,725
257
$396K 0.02%
+4,415
258
$387K 0.02%
+5,416
259
$384K 0.02%
+4,675
260
$372K 0.02%
+10,875
261
$362K 0.02%
+1,755
262
$355K 0.02%
+8,500
263
$353K 0.02%
+1,791
264
$346K 0.02%
+4,160
265
$330K 0.02%
+6,723
266
$326K 0.02%
+3,665
267
$326K 0.02%
+18,302
268
$314K 0.02%
+1,200
269
$312K 0.02%
+6,787
270
$309K 0.02%
+2,650
271
$306K 0.02%
+4,325
272
$302K 0.02%
+8,460
273
$294K 0.01%
+9,189
274
$292K 0.01%
+2,485
275
$286K 0.01%
+5,725
8 9 10
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