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
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.01%
21,960
-1,950
252
$329K 0.01%
3,000
253
$326K 0.01%
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254
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8,791
255
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256
$302K 0.01%
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257
$298K 0.01%
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258
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259
$295K 0.01%
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260
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261
$286K 0.01%
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262
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263
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264
$274K 0.01%
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265
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266
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267
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268
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270
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272
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4,508
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273
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+2,050
274
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1,813
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275
$222K 0.01%
3,320
8 9 10
11
12