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
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.04M 0.35%
+31,418
102
$7M 0.35%
+11,492
103
$6.92M 0.35%
+34,916
104
$6.9M 0.35%
+125,728
105
$6.89M 0.35%
+130,520
106
$6.88M 0.35%
+20,697
107
$6.85M 0.35%
+115,335
108
$6.82M 0.34%
+36,141
109
$6.65M 0.34%
+15,477
110
$6.61M 0.33%
+120,820
111
$6.46M 0.33%
+73,242
112
$6.4M 0.32%
+93,048
113
$6.27M 0.32%
+112,435
114
$6.2M 0.31%
+101,970
115
$6.18M 0.31%
+249,705
116
$6.17M 0.31%
+12,957
117
$6.16M 0.31%
+55,708
118
$6.07M 0.31%
+61,791
119
$6.04M 0.3%
+158,347
120
$6.01M 0.3%
+24,689
121
$5.83M 0.29%
+83,032
122
$5.73M 0.29%
+52,962
123
$5.72M 0.29%
+272,716
124
$5.68M 0.29%
+28,505
125
$5.59M 0.28%
+114,825
3 4
5
6 7