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
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.8M 0.55%
56,706
+265
52
$13.4M 0.53%
59,805
-1,355
53
$13.1M 0.52%
192,476
+28,396
54
$12.8M 0.51%
74,945
-65
55
$12.6M 0.5%
27,165
-1,167
56
$12.4M 0.49%
74,439
-22,204
57
$12.3M 0.49%
293,678
-23,906
58
$12.2M 0.49%
34,893
-28,780
59
$12M 0.48%
70,588
-366
60
$11.9M 0.47%
469,052
-2,323
61
$11.6M 0.46%
254,999
-290
62
$11.4M 0.45%
57,747
-152
63
$11.3M 0.45%
92,864
+2,356
64
$11.2M 0.45%
93,813
-2,285
65
$11.1M 0.44%
41,485
-848
66
$11.1M 0.44%
253,923
+2,078
67
$11M 0.44%
112,309
-5,570
68
$11M 0.44%
18,663
+439
69
$10.9M 0.44%
30,991
-685
70
$10.9M 0.43%
35,654
-130
71
$10.8M 0.43%
18,581
-19,320
72
$10.8M 0.43%
95,940
-15,675
73
$10.7M 0.43%
45,175
-2,877
74
$10.6M 0.42%
30,363
-26,338
75
$10.5M 0.42%
17,174
-354
1 2
3
4 5