ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 20.9%
This Quarter Est. Return
1 Year Est. Return
+20.9%
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
+$20.2M
2
+$19.4M
3
+$14.4M
4
SBUX icon
Starbucks
SBUX
+$13.5M
5
AXON icon
Axon Enterprise
AXON
+$12.5M

Top Sells

1
+$15.8M
2
+$12.1M
3
+$11.6M
4
FRC
First Republic Bank
FRC
+$9.93M
5
MPWR icon
Monolithic Power Systems
MPWR
+$9.73M

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
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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
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267
$316K 0.02%
3,390
-250
268
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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
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11
12 13