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
$2.22B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.2M
3
+$9.02M
4
ROP icon
Roper Technologies
ROP
+$8.63M
5
CASY icon
Casey's General Stores
CASY
+$8.5M

Top Sells

1
+$8.38M
2
+$8.16M
3
+$7.51M
4
DXCM icon
DexCom
DXCM
+$7.35M
5
BLK icon
Blackrock
BLK
+$7.27M

Sector Composition

1 Technology 25.86%
2 Healthcare 15.99%
3 Industrials 11.98%
4 Financials 9.31%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.52M 0.34%
68,342
+471
102
$7.51M 0.34%
77,140
-285
103
$7.29M 0.33%
123,649
-4,250
104
$7.17M 0.32%
78,395
-2,093
105
$7.13M 0.32%
37,026
-795
106
$7.07M 0.32%
400,784
+102,925
107
$6.86M 0.31%
81,502
-938
108
$6.85M 0.31%
203,418
-11,954
109
$6.77M 0.31%
194,661
-59,492
110
$6.7M 0.3%
106,985
-2,045
111
$6.67M 0.3%
95,335
-8,325
112
$6.63M 0.3%
14,635
-1,076
113
$6.6M 0.3%
22,907
-160
114
$6.52M 0.29%
127,011
-3,351
115
$6.49M 0.29%
78,836
+25,159
116
$6.45M 0.29%
18,074
-803
117
$6.29M 0.28%
51,781
-2,526
118
$6.24M 0.28%
82,005
-8,450
119
$6.2M 0.28%
36,360
-12,578
120
$6.01M 0.27%
109,649
-12,468
121
$5.91M 0.27%
29,779
-1,258
122
$5.88M 0.27%
49,353
+16,543
123
$5.75M 0.26%
78,215
+21,470
124
$5.75M 0.26%
24,179
-174
125
$5.67M 0.26%
58,476
+23,536
3 4
5
6 7