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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.8M 0.9%
102,604
-15,072
27
$18.8M 0.89%
99,772
+6,335
28
$18.7M 0.89%
357,282
-11,517
29
$18.6M 0.89%
64,981
+19,642
30
$18.4M 0.88%
34,173
-326
31
$18.3M 0.87%
136,906
-3,647
32
$18.1M 0.86%
52,881
-5,976
33
$17.3M 0.83%
30,863
-632
34
$17.2M 0.82%
80,132
-1,189
35
$16.8M 0.8%
36,391
+13,424
36
$16.6M 0.79%
214,877
-15,023
37
$16.5M 0.79%
95,939
-304
38
$16.2M 0.77%
188,097
+76,062
39
$16.1M 0.77%
116,044
-84,803
40
$15.5M 0.74%
49,945
-535
41
$15.4M 0.73%
30,564
+2,555
42
$15.2M 0.72%
43,129
-762
43
$15.1M 0.72%
61,280
-4,290
44
$15M 0.72%
509,892
-12,990
45
$14.8M 0.7%
69,953
-848
46
$14.5M 0.69%
128,670
+56,070
47
$14.3M 0.68%
65,455
-365
48
$14.3M 0.68%
67,592
-1,767
49
$14.1M 0.67%
26,044
-274
50
$13.5M 0.64%
25,794
+150
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