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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 0.9%
98,580
+1,720
27
$21.3M 0.87%
314,639
-10,223
28
$20.8M 0.85%
46,739
-357
29
$20.7M 0.84%
329,715
-22,985
30
$20.6M 0.84%
53,633
+758
31
$19.9M 0.81%
136,737
+5,175
32
$19.8M 0.81%
114,773
-9,641
33
$19.4M 0.79%
65,084
+955
34
$19.1M 0.78%
318,421
+143,141
35
$18.9M 0.77%
139,390
+3,670
36
$18.8M 0.77%
37,429
+448
37
$18.2M 0.74%
81,366
-5,727
38
$17.9M 0.73%
35,143
+174
39
$17.9M 0.73%
378,705
-536
40
$17.8M 0.72%
40,240
-834
41
$17.7M 0.72%
78,101
+40,961
42
$17.6M 0.72%
155,655
-158
43
$17.2M 0.7%
100,062
+13,750
44
$16.8M 0.68%
96,523
-7,104
45
$16.7M 0.68%
112,229
+58,092
46
$16.1M 0.66%
62,683
+1,020
47
$16M 0.65%
46,436
-63
48
$15.5M 0.63%
494,218
-4,866
49
$14.9M 0.61%
101,981
-1,612
50
$13.9M 0.57%
13,636
+1,699
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2
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