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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17M 0.93%
143,436
-1,781
27
$16.6M 0.91%
115,851
+383
28
$16.5M 0.9%
381,585
-1,197
29
$15.5M 0.85%
87,747
-103
30
$15.4M 0.84%
146,972
-441
31
$15.3M 0.84%
177,468
-535
32
$15.2M 0.83%
58,899
+546
33
$14.6M 0.8%
97,675
+90
34
$14.5M 0.79%
51,921
+105
35
$14.4M 0.79%
65,885
-454
36
$13.9M 0.76%
50,495
+357
37
$13.9M 0.76%
103,247
-4,474
38
$13.8M 0.76%
113,676
+48,155
39
$13.6M 0.74%
35,091
+2,345
40
$13.4M 0.73%
35,360
-9,295
41
$13.1M 0.72%
48,550
+888
42
$13.1M 0.72%
218,785
-1,105
43
$13M 0.71%
40,400
-204
44
$12.4M 0.68%
540,764
-912
45
$12.4M 0.68%
95,132
-1,660
46
$12.3M 0.67%
43,372
+18,408
47
$12.1M 0.66%
+64,557
48
$11.8M 0.64%
124,967
+8,105
49
$11.2M 0.61%
137,000
+25,884
50
$11.1M 0.61%
98,291
+371
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2
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