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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$327K 0.01%
1,200
252
$325K 0.01%
1,480
253
$325K 0.01%
1,640
254
$322K 0.01%
7,700
255
$320K 0.01%
9,946
+759
256
$318K 0.01%
2,253
-50
257
$318K 0.01%
3,000
258
$311K 0.01%
4,385
-200
259
$302K 0.01%
25,500
260
$294K 0.01%
3,675
-50
261
$293K 0.01%
4,127
-2,162
262
$292K 0.01%
+6,666
263
$284K 0.01%
3,383
264
$284K 0.01%
8,500
265
$279K 0.01%
11,000
266
$277K 0.01%
1,300
-14
267
$275K 0.01%
3,573
-300
268
$270K 0.01%
5,687
269
$268K 0.01%
2,150
+100
270
$268K 0.01%
2,512
+95
271
$267K 0.01%
3,619
272
$265K 0.01%
1,325
273
$264K 0.01%
6,860
274
$263K 0.01%
3,434
-9
275
$262K 0.01%
3,350
9 10
11
12 13