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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.4M 0.54%
477,452
-6,620
52
$12.8M 0.52%
33,501
+658
53
$12.7M 0.52%
76,960
-492
54
$12.5M 0.51%
79,876
+625
55
$12.4M 0.51%
68,372
-1,087
56
$12.4M 0.5%
28,272
-37,477
57
$12.4M 0.5%
64,760
-1,710
58
$12.3M 0.5%
180,078
+1,560
59
$11.9M 0.49%
533,575
+108,378
60
$11.8M 0.48%
69,906
-49,554
61
$11.8M 0.48%
66,110
+3,500
62
$11.6M 0.47%
56,320
+335
63
$11.4M 0.47%
174,863
-96,962
64
$11.4M 0.46%
54,114
-110
65
$11.1M 0.45%
64,177
-860
66
$11.1M 0.45%
16,869
+44
67
$11M 0.45%
42,842
-20,621
68
$11M 0.45%
60,998
-1,652
69
$10.6M 0.43%
106,874
-1,939
70
$10.5M 0.43%
134,515
-49,162
71
$10.1M 0.41%
21,549
-75
72
$10.1M 0.41%
103,230
+848
73
$10M 0.41%
30,457
-569
74
$9.97M 0.41%
37,433
+453
75
$9.94M 0.4%
17,640
+612
1 2
3
4 5