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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.57M 0.36%
38,281
-170
102
$7.52M 0.36%
28,313
-1,430
103
$7.48M 0.36%
108,174
-72,992
104
$7.46M 0.36%
68,444
-3,303
105
$7.45M 0.35%
181,980
+51,450
106
$7.34M 0.35%
83,140
+30,819
107
$7.3M 0.35%
35,355
+92
108
$7.26M 0.35%
36,944
+7,337
109
$7.2M 0.34%
15,631
+202
110
$7.18M 0.34%
79,455
-3,750
111
$7.15M 0.34%
+55,633
112
$7.08M 0.34%
15,089
+190
113
$7.05M 0.34%
+123,120
114
$6.91M 0.33%
70,546
-2,728
115
$6.62M 0.32%
124,304
-4,475
116
$6.56M 0.31%
109,110
-625
117
$6.46M 0.31%
18,939
+140
118
$6.43M 0.31%
224,144
-8,392
119
$6.06M 0.29%
90,085
-2,450
120
$5.94M 0.28%
139,280
+1,870
121
$5.94M 0.28%
104,490
-750
122
$5.86M 0.28%
44,411
+17,225
123
$5.83M 0.28%
87,350
-830
124
$5.82M 0.28%
31,172
-1,705
125
$5.78M 0.28%
55,461
+327
3 4
5
6 7