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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.73M 0.42%
92,582
-1,693
77
$8.65M 0.41%
48,069
+5
78
$8.64M 0.41%
22,823
-818
79
$8.57M 0.41%
255,653
-4,735
80
$8.56M 0.41%
11,813
+273
81
$8.54M 0.41%
95,987
-96,458
82
$8.52M 0.41%
299,165
+330
83
$8.51M 0.41%
84,340
-8,130
84
$8.47M 0.4%
441,552
-3,748
85
$8.41M 0.4%
75,022
-50,628
86
$8.26M 0.39%
129,122
-3,895
87
$8.24M 0.39%
198,245
-1,138
88
$8.19M 0.39%
32,717
-473
89
$8.13M 0.39%
19,524
-362
90
$7.91M 0.38%
236,462
-18,022
91
$7.87M 0.37%
112,893
+850
92
$7.84M 0.37%
+183,300
93
$7.84M 0.37%
210,722
-4,555
94
$7.83M 0.37%
35,536
-95
95
$7.81M 0.37%
175,532
-137,678
96
$7.68M 0.37%
127,602
-1,000
97
$7.68M 0.37%
11,114
-69
98
$7.67M 0.37%
37,481
-494
99
$7.64M 0.36%
55,312
-2,922
100
$7.58M 0.36%
134,322
+30,667
2 3
4
5 6