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
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.8M 0.95%
270,716
-8,842
27
$22.6M 0.9%
108,098
+339
28
$22.3M 0.89%
339,992
-214,180
29
$22.3M 0.89%
83,409
-17,401
30
$22.3M 0.89%
247,959
-14,652
31
$21.3M 0.85%
85,549
-4,909
32
$20.4M 0.81%
41,252
-980
33
$20.4M 0.81%
37,142
-581
34
$19.7M 0.79%
34,031
-363
35
$19.2M 0.76%
73,218
+4,717
36
$18.7M 0.74%
35,502
-147
37
$18.3M 0.73%
32,274
-2,446
38
$17.8M 0.71%
112,005
-40,830
39
$17.3M 0.69%
273,141
-20,694
40
$16.8M 0.67%
273,652
+177,920
41
$16.7M 0.67%
431,340
-9,782
42
$16.6M 0.66%
45,247
+522
43
$16.5M 0.66%
98,364
+18,123
44
$16.4M 0.65%
98,691
+1,548
45
$15.7M 0.63%
92,043
-1,916
46
$15.7M 0.62%
51,927
-325
47
$15.5M 0.62%
544,630
+5,580
48
$15.4M 0.61%
65,850
-1,351
49
$15.3M 0.61%
35,350
+365
50
$14.2M 0.56%
51,981
-7,378
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2
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