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
$1.97B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$14.4M
4
SBUX icon
Starbucks
SBUX
+$13.5M
5
AXON icon
Axon Enterprise
AXON
+$12.5M

Top Sells

1
+$15.8M
2
+$12.1M
3
+$11.6M
4
FRC
First Republic Bank
FRC
+$9.93M
5
MPWR icon
Monolithic Power Systems
MPWR
+$9.73M

Sector Composition

1 Technology 20.59%
2 Healthcare 18.05%
3 Financials 12.55%
4 Industrials 10.72%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8M 0.41%
11,283
-267
77
$7.99M 0.41%
38,567
-14
78
$7.97M 0.4%
56,817
+9,345
79
$7.97M 0.4%
94,848
-3,443
80
$7.92M 0.4%
58,364
-551
81
$7.91M 0.4%
35,558
+1,790
82
$7.78M 0.39%
120,208
-3,760
83
$7.77M 0.39%
443,500
-13,645
84
$7.68M 0.39%
231,751
-9,676
85
$7.6M 0.39%
113,020
-1,440
86
$7.55M 0.38%
410,274
+135,325
87
$7.55M 0.38%
30,417
-980
88
$7.54M 0.38%
220,506
+66,770
89
$7.46M 0.38%
15,334
+335
90
$7.46M 0.38%
117,231
-1,940
91
$7.45M 0.38%
19,183
-16,177
92
$7.42M 0.38%
73,494
-579
93
$7.37M 0.37%
28,623
+518
94
$7.36M 0.37%
75,190
+155
95
$7.28M 0.37%
43,498
-1,553
96
$7.24M 0.37%
97,084
-3,559
97
$7.16M 0.36%
40,164
-19,256
98
$7.06M 0.36%
29,736
-1,577
99
$6.95M 0.35%
93,270
+3,405
100
$6.91M 0.35%
135,555
-27,430
2 3
4
5 6