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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13M 0.64%
29,637
-927
52
$12.9M 0.64%
67,523
-69
53
$12.6M 0.62%
345,100
+161,800
54
$12.5M 0.62%
63,167
-967
55
$12.3M 0.61%
32,828
-196
56
$11.9M 0.59%
130,965
+2,295
57
$11.8M 0.58%
25,461
-583
58
$11.7M 0.58%
9,215
+187
59
$11.5M 0.57%
78,965
-797
60
$11.2M 0.55%
116,708
-3,160
61
$10.9M 0.54%
180,705
+1,443
62
$10.7M 0.53%
42,074
-1,058
63
$10.3M 0.51%
42,671
+944
64
$9.89M 0.49%
32,195
-204
65
$9.84M 0.48%
66,530
+1,075
66
$9.79M 0.48%
84,874
+32,266
67
$9.76M 0.48%
120,424
-912
68
$9.63M 0.47%
128,473
+268
69
$9.19M 0.45%
34,877
-325
70
$9.14M 0.45%
217,538
-2,196
71
$9.13M 0.45%
42,476
-329
72
$8.79M 0.43%
198,170
-75
73
$8.78M 0.43%
17,180
-3,782
74
$8.64M 0.43%
22,405
-418
75
$8.54M 0.42%
16,881
-8,913
1 2
3
4 5