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
276
$221K 0.01%
+6,500
277
$220K 0.01%
2,800
278
$215K 0.01%
5,230
279
$214K 0.01%
+2,650
280
$210K 0.01%
1,567
-196
281
$208K 0.01%
+1,050
282
$205K 0.01%
1,016
-38
283
$204K 0.01%
+10,500
284
$203K 0.01%
1,970
-715
285
$201K 0.01%
4,612
286
$201K 0.01%
+4,365
287
$31.7K ﹤0.01%
22,000
288
– –
-12,200
289
– –
-6,295
290
– –
-2,670
291
– –
-25,500
292
– –
-11,925
293
– –
-28,813
8 9 10 11
12