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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.34M 0.35%
46,698
+397
102
$6.31M 0.35%
163,860
-152,615
103
$6.3M 0.34%
38,211
+3,295
104
$6.19M 0.34%
81,757
-43,008
105
$6.18M 0.34%
116,630
+4,195
106
$6.16M 0.34%
89,865
-27,750
107
$6.09M 0.33%
47,472
+28,395
108
$6.09M 0.33%
40,334
-49,058
109
$6.06M 0.33%
74,073
+406
110
$6.05M 0.33%
72,816
+472
111
$6.05M 0.33%
28,105
-400
112
$5.99M 0.33%
74,242
+1,000
113
$5.94M 0.33%
125,303
-425
114
$5.93M 0.32%
68,104
+628
115
$5.84M 0.32%
54,009
-1,699
116
$5.82M 0.32%
+27,622
117
$5.79M 0.32%
14,999
-478
118
$5.7M 0.31%
129,705
-60,030
119
$5.62M 0.31%
191,535
-1,880
120
$5.53M 0.3%
51,752
-16,652
121
$5.35M 0.29%
23,744
-945
122
$5.1M 0.28%
152,903
-5,444
123
$5.05M 0.28%
96,915
-5,055
124
$4.98M 0.27%
299,072
-8,709
125
$4.8M 0.26%
109,240
-5,585
3 4
5
6 7