ACIM
Azimuth Capital Investment Management Portfolio holdings
AUM
$2.69B
1-Year Est. Return
22.4%
1 Year Est. Return
+22.4%
AUM
$2.51B
AUM Growth
-$62.3M
(-2.4%)
Holding
310
Top Buys
| 1 | +$20.1M | |
| 2 | +$14.5M | |
| 3 | +$14M | |
| 4 |
Broadcom
AVGO
|
+$12M |
| 5 |
Marvell Technology
MRVL
|
+$11M |
Top Sells
| 1 | +$14M | |
| 2 | +$11.2M | |
| 3 | +$10M | |
| 4 |
West Pharmaceutical
WST
|
+$9.44M |
| 5 |
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
Welltower
WELL
$117B
| $8.62M | 0.34% |
56,254
+1,974
|
|
||
102
Coca-Cola
KO
$295B
| $8.54M | 0.34% |
119,174
+1,765
|
|
||
103
Paychex
PAYX
$45.5B
| $8.5M | 0.34% |
55,083
+1,455
|
|
||
104
CoStar Group
CSGP
$31.3B
| $8.46M | 0.34% |
106,790
+749
|
|
||
105
Abbott
ABT
$224B
| $8.43M | 0.34% |
63,570
-3,753
|
|
||
106
Corteva
CTVA
$41.7B
| $8.33M | 0.33% |
132,351
+5,425
|
|
||
107
CME Group
CME
$96.6B
| $8.33M | 0.33% |
31,391
+371
|
|
||
108
iShares MSCI Japan ETF
EWJ
$15.9B
| $8.32M | 0.33% |
121,375
+2,000
|
|
||
109
ASML
ASML
$400B
| $8.31M | 0.33% |
12,538
+314
|
|
||
110
Advanced Micro Devices
AMD
$378B
| $8.24M | 0.33% |
80,249
+26,635
|
|
||
111
Brookfield Asset Management
BAM
$87.4B
| $8.13M | 0.32% |
167,880
-19,650
|
|
||
112
AstraZeneca
AZN
$263B
| $8.08M | 0.32% |
109,965
-9,610
|
|
||
113
Emerson Electric
EMR
$72.8B
| $7.81M | 0.31% |
71,249
+15
|
|
||
114
Constellation Brands
STZ
$24.6B
| $7.72M | 0.31% |
42,071
-4,415
|
|
||
115
Kinder Morgan
KMI
$60.8B
| $7.57M | 0.3% |
265,205
-5,985
|
|
||
116
Berkshire Hathaway Class B
BRK.B
$1.06T
| $7.14M | 0.28% |
13,412
-455
|
|
||
117
Bristol-Myers Squibb
BMY
$88.8B
| $6.76M | 0.27% |
110,780
-725
|
|
||
118
RTX Corp
RTX
$211B
| $6.72M | 0.27% |
50,752
-3,423
|
|
||
119
Principal Financial Group
PFG
$17.5B
| $6.42M | 0.26% |
76,040
+4,040
|
|
||
120
Weyerhaeuser
WY
$17B
| $6.33M | 0.25% |
216,355
-2,900
|
|
||
121
Agilent Technologies
A
$40.2B
| $6.1M | 0.24% |
52,175
+259
|
|
||
122
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
| $6.06M | 0.24% |
48,638
|
|
||
123
Medtronic
MDT
$123B
| $6.01M | 0.24% |
66,882
-21,038
|
|
||
124
Amgen
AMGN
$161B
| $5.68M | 0.23% |
18,239
-460
|
|
||
125
Globant
GLOB
$2.54B
| $5.64M | 0.22% |
47,909
-7,090
|
|