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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.29M 0.4%
241,427
-3,595
77
$7.27M 0.4%
29,586
+12
78
$7.22M 0.4%
20,787
+90
79
$7.16M 0.39%
59,141
-248
80
$7.09M 0.39%
73,246
-70,243
81
$7.01M 0.38%
+75,860
82
$6.86M 0.38%
114,460
-875
83
$6.86M 0.38%
45,051
-23,208
84
$6.83M 0.37%
36,441
-715
85
$6.82M 0.37%
75,035
+275
86
$6.82M 0.37%
80,932
-2,100
87
$6.81M 0.37%
20,904
-417
88
$6.78M 0.37%
31,397
-225
89
$6.75M 0.37%
35,833
+17,292
90
$6.68M 0.37%
119,171
-1,898
91
$6.63M 0.36%
58,915
+135
92
$6.53M 0.36%
35,506
-4,637
93
$6.49M 0.35%
45,096
-104
94
$6.47M 0.35%
36,041
-100
95
$6.41M 0.35%
31,313
-105
96
$6.4M 0.35%
33,768
-10,383
97
$6.39M 0.35%
130,720
+200
98
$6.36M 0.35%
457,145
-7,065
99
$6.36M 0.35%
11,550
+58
100
$6.36M 0.35%
25,824
+306
2 3
4
5 6