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
$2.03B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.77M
3
+$7.71M
4
MDLZ icon
Mondelez International
MDLZ
+$7.67M
5
XYL icon
Xylem
XYL
+$7.6M

Top Sells

1
+$19.4M
2
+$10.3M
3
+$9.88M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.91M
5
APH icon
Amphenol
APH
+$7.89M

Sector Composition

1 Technology 23.47%
2 Healthcare 18.04%
3 Financials 11.86%
4 Industrials 10.31%
5 Consumer Staples 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.7M 0.68%
84,110
-29,461
52
$13.5M 0.66%
181,166
-55,080
53
$13.3M 0.66%
125,650
-2,110
54
$13.2M 0.65%
192,445
+33,855
55
$13.2M 0.65%
26,318
-490
56
$12.5M 0.62%
125,068
-91
57
$12.4M 0.61%
132,785
-343
58
$12M 0.59%
80,518
-2,064
59
$11.6M 0.57%
33,496
-1,550
60
$11.5M 0.57%
54,685
+33,075
61
$11M 0.54%
93,750
+58,737
62
$10.9M 0.54%
66,512
+43,337
63
$10.8M 0.53%
129,955
-155
64
$10.5M 0.52%
200,541
-143
65
$10.3M 0.51%
298,835
+14,870
66
$10.2M 0.5%
36,322
-960
67
$9.82M 0.48%
95,088
+240
68
$9.61M 0.47%
45,339
-436
69
$9.39M 0.46%
42,157
-600
70
$9.36M 0.46%
32,734
-382
71
$9.22M 0.45%
225,760
-193,190
72
$9.22M 0.45%
133,017
-1,085
73
$9.12M 0.45%
57,652
+835
74
$8.96M 0.44%
43,370
-128
75
$8.94M 0.44%
48,064
+12,651
1 2
3
4 5