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
$2.58B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.3M
3
+$10.6M
4
ICE icon
Intercontinental Exchange
ICE
+$9.98M
5
NFLX icon
Netflix
NFLX
+$9.93M

Top Sells

1
+$22.5M
2
+$10.3M
3
+$9.52M
4
V icon
Visa
V
+$8.16M
5
BAH icon
Booz Allen Hamilton
BAH
+$8.05M

Sector Composition

1 Technology 29.28%
2 Healthcare 14.22%
3 Financials 10.43%
4 Industrials 10.4%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$376K 0.01%
1,437
-203
252
$374K 0.01%
1,800
+500
253
$359K 0.01%
1,480
254
$355K 0.01%
1,200
255
$333K 0.01%
3,409
-25
256
$331K 0.01%
3,000
257
$327K 0.01%
+8,701
258
$325K 0.01%
4,127
259
$323K 0.01%
8,500
260
$320K 0.01%
25,500
261
$316K 0.01%
9,013
-933
262
$312K 0.01%
6,900
+500
263
$296K 0.01%
2,250
+100
264
$295K 0.01%
1,223
+200
265
$295K 0.01%
2,835
-707
266
$295K 0.01%
2,518
+6
267
$281K 0.01%
2,135
-118
268
$280K 0.01%
6,860
269
$279K 0.01%
3,325
-248
270
$276K 0.01%
1,162
271
$274K 0.01%
1,054
-271
272
$271K 0.01%
3,125
-225
273
$252K 0.01%
1,863
+196
274
$250K 0.01%
5,230
275
$243K 0.01%
3,735
9 10
11
12 13