ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 21.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.9M
3
+$14.3M
4
SBUX icon
Starbucks
SBUX
+$12.9M
5
CSGP icon
CoStar Group
CSGP
+$12.4M

Top Sells

1
+$14.7M
2
+$12.1M
3
+$11.6M
4
ZS icon
Zscaler
ZS
+$10.5M
5
FRC
First Republic Bank
FRC
+$9.95M

Sector Composition

1 Technology 20.59%
2 Healthcare 18.05%
3 Financials 12.55%
4 Industrials 10.72%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-966
302
– –
-4,838
303
– –
-18,525
304
– –
-182,065
305
– –
-29,586
306
– –
-40,334
9 10 11 12
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