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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$364K 0.02%
7,315
-50
252
$351K 0.02%
4,550
+700
253
$351K 0.02%
2,785
254
$349K 0.02%
3,725
255
$349K 0.02%
4,615
256
$345K 0.02%
3,960
-300
257
$345K 0.02%
10,225
258
$333K 0.02%
3,741
259
$327K 0.02%
+25,000
260
$323K 0.02%
4,090
+15
261
$313K 0.01%
1,390
262
$307K 0.01%
765
-50
263
$303K 0.01%
12,300
-1,000
264
$303K 0.01%
2,965
-250
265
$301K 0.01%
6,077
+103
266
$297K 0.01%
2,798
+480
267
$294K 0.01%
5,861
-20
268
$281K 0.01%
1,200
269
$278K 0.01%
1,560
+60
270
$259K 0.01%
8,775
271
$256K 0.01%
4,295
+150
272
$254K 0.01%
9,189
273
$254K 0.01%
+5,333
274
$249K 0.01%
+951
275
$248K 0.01%
2,050
-200
9 10
11
12 13