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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.63%
119,868
+49,366
52
$12.7M 0.6%
105,679
-4,015
53
$12.7M 0.6%
80,432
-3,678
54
$12.6M 0.6%
33,024
-472
55
$12.5M 0.6%
242,135
+41,594
56
$12.3M 0.58%
94,163
-925
57
$12.1M 0.58%
79,762
-756
58
$11.9M 0.57%
88,389
-10,446
59
$11.6M 0.55%
69,149
-2,980
60
$11.5M 0.55%
64,134
-2,378
61
$11.1M 0.53%
179,262
+53,962
62
$10.8M 0.52%
121,336
-3,732
63
$10.8M 0.52%
43,132
-11,553
64
$10.7M 0.51%
9,028
+3,130
65
$10.5M 0.5%
35,202
-1,120
66
$10M 0.48%
32,399
-335
67
$9.88M 0.47%
128,205
-1,750
68
$9.67M 0.46%
42,805
-565
69
$9.66M 0.46%
131,067
-1,718
70
$9.6M 0.46%
20,962
-13,019
71
$9.33M 0.44%
219,734
-6,026
72
$9.17M 0.44%
41,727
-430
73
$9.1M 0.43%
27,628
-560
74
$9.09M 0.43%
57,142
-510
75
$8.78M 0.42%
25,509
-451
1 2
3
4 5