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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.3M 0.87%
317,575
+285,425
27
$22M 0.86%
42,232
+2,713
28
$21.9M 0.85%
37,901
+797
29
$21.6M 0.84%
63,673
-1,128
30
$21.5M 0.84%
199,730
-4,658
31
$21.3M 0.83%
226,067
+145,148
32
$21.2M 0.82%
35,649
-36,575
33
$20.8M 0.81%
137,769
-525
34
$20.8M 0.81%
34,720
+15,507
35
$20.4M 0.79%
34,394
-6,323
36
$20.2M 0.79%
68,501
+34,799
37
$19.9M 0.77%
90,458
-21,970
38
$19.9M 0.77%
37,723
+550
39
$19.2M 0.75%
56,701
+19,285
40
$19.1M 0.74%
107,759
+6,388
41
$19.1M 0.74%
96,643
-1,075
42
$18.8M 0.73%
311,990
+3,195
43
$18.2M 0.71%
141,068
-1,817
44
$17.4M 0.68%
44,725
+80
45
$17.4M 0.68%
293,835
+661
46
$17.3M 0.67%
67,201
+267
47
$16.6M 0.65%
93,959
+26,774
48
$15.9M 0.62%
441,122
-11,466
49
$15.7M 0.61%
115,308
-71
50
$15.6M 0.61%
59,359
-50,132
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