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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$361K 0.01%
6,295
-6,120
252
$352K 0.01%
1,363
+201
253
$343K 0.01%
3,409
254
$343K 0.01%
1,200
255
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6,900
256
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10,050
-4,800
257
$305K 0.01%
8,200
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258
$304K 0.01%
1,480
259
$300K 0.01%
8,791
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260
$299K 0.01%
25,500
261
$296K 0.01%
2,785
262
$295K 0.01%
3,675
263
$288K 0.01%
3,225
-100
264
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265
$277K 0.01%
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266
$277K 0.01%
9,013
267
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5,230
268
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269
$267K 0.01%
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270
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271
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272
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2,685
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273
$248K 0.01%
8,500
274
$244K 0.01%
2,800
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275
$239K 0.01%
7,060
+200
8 9 10
11
12