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
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.4M 0.41%
59,231
+7,296
77
$10.4M 0.41%
116,105
+2,985
78
$10.4M 0.41%
70,652
+712
79
$10.3M 0.41%
21,243
-898
80
$10.3M 0.41%
98,012
-43,056
81
$10.2M 0.41%
103,782
-317
82
$10.2M 0.4%
24,173
+11,777
83
$10.1M 0.4%
36,711
-110
84
$10M 0.4%
199,651
-112,339
85
$10M 0.4%
47,237
+17,500
86
$10M 0.4%
141,113
+46,740
87
$10M 0.4%
43,180
-1,464
88
$9.91M 0.39%
77,559
-60,210
89
$9.78M 0.39%
59,374
-3,439
90
$9.77M 0.39%
+134,055
91
$9.57M 0.38%
155,085
-3,611
92
$9.53M 0.38%
30,529
+520
93
$9.43M 0.38%
102,538
+2,123
94
$9.37M 0.37%
52,154
+833
95
$9.24M 0.37%
125,750
+9,100
96
$8.89M 0.35%
4,558
-933
97
$8.85M 0.35%
28,324
-870
98
$8.81M 0.35%
185,475
+5,660
99
$8.8M 0.35%
32,900
-6,277
100
$8.77M 0.35%
79,318
-35,990
2 3
4
5 6