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
26
$16.6M 0.84%
+147,413
27
$16.5M 0.83%
+107,721
28
$16.2M 0.82%
+178,003
29
$16.2M 0.82%
+58,353
30
$16.1M 0.81%
+107,421
31
$16M 0.81%
+89,392
32
$15.7M 0.79%
+1,038,460
33
$15.6M 0.79%
+143,489
34
$15.6M 0.78%
+320,420
35
$15.5M 0.78%
+382,782
36
$15.5M 0.78%
+90,237
37
$15.2M 0.76%
+97,585
38
$15.1M 0.76%
+70,995
39
$14.7M 0.74%
+392,400
40
$14.2M 0.71%
+89,860
41
$14.1M 0.71%
+51,816
42
$14M 0.7%
+96,792
43
$13.9M 0.7%
+66,339
44
$13.8M 0.69%
+50,138
45
$13.7M 0.69%
+47,662
46
$13.5M 0.68%
+541,676
47
$13.2M 0.67%
+316,475
48
$12.6M 0.64%
+32,746
49
$12.6M 0.63%
+124,765
50
$12.4M 0.63%
+86,302
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2
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