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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.94M 0.4%
41,644
-585
77
$9.8M 0.4%
32,305
+399
78
$9.73M 0.4%
164,495
+55,524
79
$9.66M 0.39%
36,121
-1,560
80
$9.65M 0.39%
20,029
-9,484
81
$9.44M 0.38%
68,935
+4,266
82
$9.42M 0.38%
42,122
-15,903
83
$9.18M 0.37%
62,018
+158
84
$9.18M 0.37%
123,778
+45,263
85
$9.14M 0.37%
66,406
+1,867
86
$8.94M 0.36%
28,512
+253
87
$8.91M 0.36%
216,040
+6,871
88
$8.87M 0.36%
5,399
-2,701
89
$8.81M 0.36%
443,364
+18,015
90
$8.79M 0.36%
54,184
+1,478
91
$8.67M 0.35%
86,528
+1,538
92
$8.6M 0.35%
17,662
-622
93
$8.34M 0.34%
32,740
-214
94
$8.31M 0.34%
183,710
+5,390
95
$8.27M 0.34%
129,889
+1,770
96
$8.27M 0.34%
75,035
-285
97
$8.01M 0.33%
204,593
+2,755
98
$7.96M 0.32%
167,471
-11,975
99
$7.72M 0.31%
59,520
+298
100
$7.67M 0.31%
103,621
+34,286
2 3
4
5 6