ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.1M
3
+$12.2M
4
YUM icon
Yum! Brands
YUM
+$11M
5
ROP icon
Roper Technologies
ROP
+$10.8M

Top Sells

1
+$22.3M
2
+$19.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$13.4M
5
APH icon
Amphenol
APH
+$12.7M

Sector Composition

1 Technology 29.1%
2 Financials 15.46%
3 Healthcare 12.13%
4 Industrials 8.59%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.36M 0.35%
21,032
-211
102
$9.22M 0.34%
122,925
+1,550
103
$9.19M 0.34%
124,875
-875
104
$9.05M 0.34%
71,997
-7,321
105
$9.04M 0.34%
187,790
+2,315
106
$8.81M 0.33%
43,378
-3,859
107
$8.81M 0.33%
31,953
+562
108
$8.8M 0.33%
363,240
-105,812
109
$8.78M 0.33%
57,094
+840
110
$8.52M 0.32%
62,644
-926
111
$8.5M 0.32%
27,239
-23,450
112
$8.38M 0.31%
104,274
-2,516
113
$8.21M 0.31%
56,475
+1,392
114
$8.03M 0.3%
114,975
+5,010
115
$7.97M 0.3%
271,235
+6,030
116
$7.87M 0.29%
26,946
-1,378
117
$7.26M 0.27%
49,732
-1,020
118
$7.04M 0.26%
68,662
+33,946
119
$6.99M 0.26%
97,152
-4,449
120
$6.7M 0.25%
13,802
+390
121
$6.64M 0.25%
56,307
+4,132
122
$6.64M 0.25%
40,821
-1,250
123
$6.47M 0.24%
19,465
-1,863
124
$6.24M 0.23%
78,590
+2,550
125
$5.87M 0.22%
67,307
+425
3 4
5
6 7