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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$322K 0.02%
6,080
+3
252
$316K 0.02%
4,165
+75
253
$311K 0.02%
3,725
254
$300K 0.01%
3,741
255
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3,960
256
$298K 0.01%
1,360
-30
257
$284K 0.01%
9,189
258
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776
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259
$282K 0.01%
2,343
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260
$280K 0.01%
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261
$279K 0.01%
1,625
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262
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9,425
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263
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1,200
264
$253K 0.01%
3,500
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265
$250K 0.01%
1,001
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266
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267
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269
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3,343
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270
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3,000
271
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453
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272
$216K 0.01%
5,833
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273
$215K 0.01%
809
274
$211K 0.01%
4,385
-1,476
275
$208K 0.01%
2,306
+73
8 9 10
11
12