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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.4M 0.56%
52,252
-348
52
$14.2M 0.55%
42,333
-93
53
$14M 0.55%
97,143
-1,295
54
$14M 0.54%
61,160
-1,175
55
$13.9M 0.54%
34,985
+706
56
$13.8M 0.53%
15,429
+1,424
57
$12.9M 0.5%
70,954
+1,576
58
$12.6M 0.49%
75,010
-590
59
$12.6M 0.49%
539,050
-1,580
60
$12.5M 0.49%
471,375
-2,983
61
$12.4M 0.48%
57,899
+330
62
$12.3M 0.48%
104,816
+1,721
63
$12.2M 0.47%
317,584
-55,100
64
$12M 0.47%
56,441
+1,055
65
$11.9M 0.46%
28,332
-48
66
$11.8M 0.46%
54,999
-1,352
67
$11.6M 0.45%
80,241
+1,514
68
$11.6M 0.45%
104,099
-2,850
69
$11.1M 0.43%
96,098
-46,567
70
$11.1M 0.43%
113,120
+5,430
71
$11M 0.43%
17,528
+669
72
$11M 0.43%
48,052
-27,284
73
$10.8M 0.42%
31,676
-8,824
74
$10.8M 0.42%
117,879
-2,500
75
$10.7M 0.41%
36,821
+635
1 2
3
4 5