ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.1M
3
+$12.2M
4
YUM icon
Yum! Brands
YUM
+$11M
5
ROP icon
Roper Technologies
ROP
+$10.8M

Top Sells

1
+$22.3M
2
+$19.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$13.4M
5
APH icon
Amphenol
APH
+$12.7M

Sector Composition

1 Technology 29.1%
2 Financials 15.46%
3 Healthcare 12.13%
4 Industrials 8.59%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.56%
58,125
-1,680
52
$14.9M 0.55%
51,435
-492
53
$14.8M 0.55%
50,862
-1,119
54
$14.3M 0.53%
70,037
-551
55
$14.3M 0.53%
99,794
+1,430
56
$14.2M 0.53%
92,836
-5,855
57
$13.9M 0.52%
117,373
+24,509
58
$13.7M 0.51%
62,859
+47,024
59
$13.6M 0.5%
59,877
-14,562
60
$13.3M 0.5%
12,679
-20,459
61
$13.1M 0.49%
105,439
+1,657
62
$12.9M 0.48%
191,185
-1,291
63
$12.7M 0.47%
23,750
-423
64
$12.6M 0.47%
26,758
-407
65
$12.4M 0.46%
56,806
+100
66
$12.3M 0.46%
255,476
+1,553
67
$12.3M 0.46%
144,623
+3,510
68
$12.3M 0.46%
35,715
+822
69
$12M 0.45%
84,753
+4,504
70
$11.9M 0.44%
92,135
-1,678
71
$11.8M 0.44%
79,940
+75,060
72
$11.5M 0.43%
107,858
-8,247
73
$11.4M 0.43%
71,855
-3,090
74
$11.3M 0.42%
56,729
-1,018
75
$11.2M 0.42%
60,271
+1,040
1 2
3
4 5