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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.65M 0.31%
24,469
+488
102
$7.55M 0.31%
97,291
+2,412
103
$7.54M 0.31%
109,880
-290
104
$7.37M 0.3%
193,805
+1,990
105
$7.18M 0.29%
70,269
-11,279
106
$7.08M 0.29%
79,010
+3,385
107
$7.06M 0.29%
36,281
+192
108
$7.02M 0.29%
67,580
+327
109
$7M 0.28%
164,262
+30,652
110
$6.95M 0.28%
224,519
-3,464
111
$6.86M 0.28%
127,250
+792
112
$6.83M 0.28%
70,667
-16,424
113
$6.76M 0.27%
38,213
+1,637
114
$6.76M 0.27%
169,944
-10,192
115
$6.69M 0.27%
36,575
+62
116
$6.54M 0.27%
38,014
+1,145
117
$6.51M 0.26%
+50,705
118
$6.4M 0.26%
81,611
+1,605
119
$6.34M 0.26%
60,824
+2,440
120
$6.32M 0.26%
80,258
+1,230
121
$6.31M 0.26%
22,904
-1,080
122
$6.28M 0.26%
15,440
-467
123
$6.2M 0.25%
20,746
-3,309
124
$6.19M 0.25%
52,191
+693
125
$6.1M 0.25%
84,610
3 4
5
6 7