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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.1M 0.61%
102,658
+145
52
$10.9M 0.6%
86,487
+185
53
$10.9M 0.59%
53,610
-154
54
$10.3M 0.56%
35,430
-147
55
$10.1M 0.55%
59,420
-4,949
56
$9.82M 0.54%
43,420
-600
57
$9.66M 0.53%
795,600
-242,860
58
$9.65M 0.53%
135,707
-395
59
$9.47M 0.52%
301,475
+7,860
60
$9.34M 0.51%
127,515
-1,655
61
$9.27M 0.51%
359,799
-32,601
62
$9.26M 0.51%
466,365
+246,705
63
$9.06M 0.5%
238,671
-4,815
64
$8.91M 0.49%
38,629
-180
65
$8.9M 0.49%
59,996
-30,241
66
$8.78M 0.48%
162,985
-14,076
67
$8.42M 0.46%
99,964
+3,064
68
$8.4M 0.46%
153,252
+3,035
69
$8.32M 0.45%
100,643
-793
70
$8.22M 0.45%
133,285
-655
71
$8.17M 0.45%
204,184
-2,626
72
$7.85M 0.43%
91,208
+16,574
73
$7.6M 0.42%
123,968
+360
74
$7.52M 0.41%
38,581
-32,414
75
$7.46M 0.41%
261,139
-4,639
1 2
3
4 5