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
$1.97B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.9M
3
+$14.3M
4
SBUX icon
Starbucks
SBUX
+$12.9M
5
CSGP icon
CoStar Group
CSGP
+$12.4M

Top Sells

1
+$14.7M
2
+$12.1M
3
+$11.6M
4
ZS icon
Zscaler
ZS
+$10.5M
5
FRC
First Republic Bank
FRC
+$9.95M

Sector Composition

1 Technology 20.59%
2 Healthcare 18.05%
3 Financials 12.55%
4 Industrials 10.72%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$426K 0.02%
4,670
-575
252
$409K 0.02%
1,791
253
$405K 0.02%
10,475
-200
254
$396K 0.02%
+11,443
255
$395K 0.02%
7,140
-83
256
$380K 0.02%
8,440
+1,500
257
$370K 0.02%
8,100
258
$359K 0.02%
6,100
+1,800
259
$356K 0.02%
3,288
-1,070
260
$354K 0.02%
14,500
-9,575
261
$354K 0.02%
4,250
-150
262
$353K 0.02%
4,260
263
$337K 0.02%
6,690
+455
264
$335K 0.02%
4,315
-100
265
$324K 0.02%
1,755
266
$319K 0.02%
7,739
-321
267
$316K 0.02%
3,390
-250
268
$310K 0.02%
3,965
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269
$308K 0.02%
9,189
270
$307K 0.02%
1,708
271
$300K 0.02%
2,484
-1
272
$286K 0.01%
3,850
273
$275K 0.01%
3,700
-110
274
$274K 0.01%
2,050
-500
275
$273K 0.01%
815
9 10
11
12 13