ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 20.9%
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.62M 0.34%
56,254
+1,974
102
$8.54M 0.34%
119,174
+1,765
103
$8.5M 0.34%
55,083
+1,455
104
$8.46M 0.34%
106,790
+749
105
$8.43M 0.34%
63,570
-3,753
106
$8.33M 0.33%
132,351
+5,425
107
$8.33M 0.33%
31,391
+371
108
$8.32M 0.33%
121,375
+2,000
109
$8.31M 0.33%
12,538
+314
110
$8.24M 0.33%
80,249
+26,635
111
$8.13M 0.32%
167,880
-19,650
112
$8.08M 0.32%
109,965
-9,610
113
$7.81M 0.31%
71,249
+15
114
$7.72M 0.31%
42,071
-4,415
115
$7.57M 0.3%
265,205
-5,985
116
$7.14M 0.28%
13,412
-455
117
$6.76M 0.27%
110,780
-725
118
$6.72M 0.27%
50,752
-3,423
119
$6.42M 0.26%
76,040
+4,040
120
$6.33M 0.25%
216,355
-2,900
121
$6.1M 0.24%
52,175
+259
122
$6.06M 0.24%
48,638
123
$6.01M 0.24%
66,882
-21,038
124
$5.68M 0.23%
18,239
-460
125
$5.64M 0.22%
47,909
-7,090
3 4
5
6 7