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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$206K 0.01%
1,918
277
$206K 0.01%
+5,000
278
$200K 0.01%
1,314
+14
279
$170K 0.01%
10,600
280
– –
-63,820
281
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-8,775
282
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-4,885
283
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284
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-45,527
285
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-69,149
286
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-2,659
287
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-15,000
288
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-4,000
289
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-1,708
290
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-10,000
291
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292
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293
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296
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297
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298
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-13,366
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