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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.4M 0.41%
443,952
+2,400
77
$8.38M 0.41%
74,217
-805
78
$8.33M 0.41%
106,545
-108,332
79
$8.3M 0.41%
233,361
-3,101
80
$8.24M 0.41%
113,127
-74,970
81
$8.09M 0.4%
118,238
-12,829
82
$8.09M 0.4%
32,852
+135
83
$8.03M 0.4%
92,360
+37,635
84
$7.83M 0.39%
15,255
+166
85
$7.79M 0.38%
254,153
-1,500
86
$7.78M 0.38%
48,938
+869
87
$7.7M 0.38%
26,931
-697
88
$7.69M 0.38%
37,821
-460
89
$7.57M 0.37%
130,362
+1,240
90
$7.56M 0.37%
37,131
-350
91
$7.54M 0.37%
57,547
+405
92
$7.53M 0.37%
35,466
-70
93
$7.48M 0.37%
77,425
-2,030
94
$7.41M 0.37%
19,199
-325
95
$7.36M 0.36%
65,856
-39,823
96
$7.33M 0.36%
95,312
-675
97
$7.33M 0.36%
171,780
-3,752
98
$7.3M 0.36%
84,060
-280
99
$7.3M 0.36%
136,115
+1,793
100
$7.18M 0.35%
181,770
-210
2 3
4
5 6