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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 0.93%
99,379
-393
27
$18.8M 0.93%
133,948
-2,958
28
$18.7M 0.92%
350,265
-7,017
29
$18.4M 0.9%
32,506
-1,667
30
$18.3M 0.9%
196,066
+140,433
31
$18.1M 0.89%
127,036
-1,990
32
$17.7M 0.87%
80,219
+87
33
$17.4M 0.86%
34,531
-9,980
34
$17.2M 0.85%
518,271
+1,485
35
$17.1M 0.84%
30,582
-281
36
$17M 0.84%
186,023
-43,649
37
$16.7M 0.82%
96,070
+131
38
$16.6M 0.82%
114,217
-1,827
39
$16.3M 0.8%
64,001
+35,688
40
$15.5M 0.77%
61,810
+530
41
$15.3M 0.76%
52,469
-412
42
$14.8M 0.73%
42,545
-584
43
$14.3M 0.7%
47,194
-2,751
44
$14.2M 0.7%
69,810
-143
45
$13.9M 0.69%
21,513
+10,399
46
$13.8M 0.68%
503,674
-6,218
47
$13.4M 0.66%
79,401
-1,031
48
$13.3M 0.65%
88,976
+587
49
$13.1M 0.64%
54,113
+28,604
50
$13M 0.64%
241,352
-783
1
2
3 4 5