ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.19M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$6.7M
5
TEAM icon
Atlassian
TEAM
+$6.45M

Top Sells

1
+$12.6M
2
+$11.2M
3
+$8.92M
4
ABT icon
Abbott
ABT
+$7.49M
5
UNP icon
Union Pacific
UNP
+$7.17M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$376K 0.02%
+7,500
252
$375K 0.02%
7,223
+500
253
$371K 0.02%
9,906
-400
254
$361K 0.02%
1,791
255
$357K 0.02%
4,415
256
$351K 0.02%
11,225
-500
257
$348K 0.02%
10,675
-200
258
$337K 0.02%
2,550
-100
259
$327K 0.02%
8,100
-400
260
$322K 0.02%
900
+247
261
$316K 0.02%
4,400
262
$315K 0.02%
+3,050
263
$313K 0.02%
6,235
+510
264
$304K 0.02%
4,260
+100
265
$292K 0.02%
1,755
266
$291K 0.02%
1,200
267
$291K 0.02%
595
268
$287K 0.02%
8,060
-400
269
$285K 0.02%
3,640
-25
270
$283K 0.02%
11,725
-122,035
271
$282K 0.02%
+6,940
272
$273K 0.01%
9,189
273
$273K 0.01%
6,762
-25
274
$266K 0.01%
2,485
275
$263K 0.01%
4,125
-200
9 10
11
12 13