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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.16M 0.35%
127,899
+297
102
$7.04M 0.35%
11,967
+154
103
$6.91M 0.34%
+42,660
104
$6.8M 0.34%
115,278
+2,385
105
$6.77M 0.33%
208,736
-1,986
106
$6.64M 0.33%
82,440
-700
107
$6.61M 0.33%
18,877
-62
108
$6.57M 0.32%
67,871
-573
109
$6.56M 0.32%
54,307
-1,005
110
$6.43M 0.32%
15,711
+80
111
$6.3M 0.31%
80,488
+30,481
112
$6.3M 0.31%
122,117
-2,187
113
$6.29M 0.31%
122,915
-205
114
$6.27M 0.31%
90,483
-2,099
115
$6.2M 0.31%
23,067
-373
116
$6.19M 0.31%
109,030
-80
117
$6.16M 0.3%
103,660
-830
118
$5.9M 0.29%
215,372
-8,772
119
$5.86M 0.29%
55,726
+265
120
$5.6M 0.28%
90,455
+370
121
$5.32M 0.26%
82,620
-2,454
122
$5.26M 0.26%
31,037
-135
123
$5.18M 0.25%
140,065
+785
124
$5.17M 0.25%
35,782
-1,162
125
$5.14M 0.25%
71,372
+826
3 4
5
6 7