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
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$284K 0.01%
+1,262
277
$279K 0.01%
+3,850
278
$278K 0.01%
+4,400
279
$270K 0.01%
+595
280
$264K 0.01%
+4,665
281
$248K 0.01%
+2,365
282
$246K 0.01%
+653
283
$244K 0.01%
+3,622
284
$241K 0.01%
+2,800
285
$235K 0.01%
+2,447
286
$235K 0.01%
+4,838
287
$230K 0.01%
+933
288
$230K 0.01%
+4,199
289
$217K 0.01%
+550
290
$214K 0.01%
+3,810
291
$210K 0.01%
+1,843
292
$207K 0.01%
+4,300
293
$202K 0.01%
+4,000
294
$92K ﹤0.01%
+10,100
295
$89K ﹤0.01%
+12,050
296
$63K ﹤0.01%
+12,285
8 9 10 11
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