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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.27M 0.32%
100,415
+1,545
102
$8.01M 0.31%
119,375
-1,970
103
$7.9M 0.31%
46,494
-1,805
104
$7.86M 0.31%
179,815
-6,495
105
$7.83M 0.3%
119,575
+69,005
106
$7.61M 0.3%
67,323
-98
107
$7.59M 0.3%
106,041
-4,023
108
$7.52M 0.29%
53,628
+850
109
$7.43M 0.29%
271,190
-139,924
110
$7.31M 0.28%
117,409
-13,438
111
$7.24M 0.28%
29,737
-345
112
$7.23M 0.28%
126,926
+2,430
113
$7.2M 0.28%
31,020
+538
114
$7.02M 0.27%
87,920
+3,250
115
$6.97M 0.27%
51,916
-73
116
$6.97M 0.27%
51,548
-10,180
117
$6.9M 0.27%
156,927
-9,260
118
$6.84M 0.27%
54,280
+2,700
119
$6.64M 0.26%
+94,373
120
$6.58M 0.26%
48,638
121
$6.48M 0.25%
53,614
-1,859
122
$6.31M 0.25%
111,505
+60
123
$6.29M 0.24%
13,867
-448
124
$6.27M 0.24%
54,175
-668
125
$6.24M 0.24%
21,825
-345
3 4
5
6 7