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
$2.22B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.2M
3
+$9.02M
4
ROP icon
Roper Technologies
ROP
+$8.63M
5
CASY icon
Casey's General Stores
CASY
+$8.5M

Top Sells

1
+$8.38M
2
+$8.16M
3
+$7.51M
4
DXCM icon
DexCom
DXCM
+$7.35M
5
BLK icon
Blackrock
BLK
+$7.27M

Sector Composition

1 Technology 25.86%
2 Healthcare 15.99%
3 Industrials 11.98%
4 Financials 9.31%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.9M 0.72%
57,588
+15,112
52
$15M 0.68%
130,955
-10
53
$15M 0.67%
62,824
-343
54
$14.8M 0.67%
61,321
-489
55
$13.9M 0.63%
483,387
-34,884
56
$13.4M 0.61%
86,666
-2,310
57
$12.6M 0.57%
8,025
-1,190
58
$12M 0.54%
115,686
+31,626
59
$12M 0.54%
237,541
-3,811
60
$11.8M 0.53%
79,418
+17
61
$11.8M 0.53%
41,654
-420
62
$11.6M 0.52%
230,411
-2,950
63
$11.5M 0.52%
78,429
-536
64
$11.5M 0.52%
66,780
+250
65
$11.5M 0.52%
32,562
-266
66
$11.4M 0.51%
177,895
-2,810
67
$11.4M 0.51%
22,238
-167
68
$11.2M 0.51%
189,810
+53,695
69
$11M 0.5%
31,451
-744
70
$10.7M 0.48%
84,503
-371
71
$10.5M 0.47%
116,348
-4,076
72
$10.5M 0.47%
16,765
-415
73
$10.4M 0.47%
128,640
+167
74
$10.3M 0.47%
+40,414
75
$10.2M 0.46%
34,464
-413
1 2
3
4 5