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
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.62%
+42,031
52
$12.4M 0.62%
+243,486
53
$12.2M 0.61%
+40,604
54
$11.5M 0.58%
+102,513
55
$11.4M 0.57%
+177,061
56
$11.2M 0.56%
+64,369
57
$11.2M 0.56%
+440,475
58
$11.1M 0.56%
+293,615
59
$11M 0.56%
+116,862
60
$10.7M 0.54%
+53,764
61
$10.5M 0.53%
+136,102
62
$10.4M 0.52%
+97,920
63
$10.3M 0.52%
+129,170
64
$10M 0.51%
+35,577
65
$9.79M 0.49%
+189,735
66
$9.65M 0.49%
+101,436
67
$9.62M 0.48%
+117,615
68
$9.58M 0.48%
+38,809
69
$9.53M 0.48%
+68,259
70
$9.33M 0.47%
+150,217
71
$9.25M 0.47%
+44,020
72
$9.21M 0.46%
+219,890
73
$8.82M 0.44%
+206,810
74
$8.8M 0.44%
+265,778
75
$8.7M 0.44%
+40,143
1 2
3
4 5