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
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.5M 0.28%
+44,151
127
$5.4M 0.27%
+65,557
128
$5.27M 0.27%
+40,623
129
$5.24M 0.26%
+52,039
130
$5.21M 0.26%
+74,634
131
$5.16M 0.26%
+307,781
132
$5.1M 0.26%
+127,188
133
$5.01M 0.25%
+199,600
134
$4.89M 0.25%
+219,660
135
$4.81M 0.24%
+114,938
136
$4.78M 0.24%
+17,488
137
$4.69M 0.24%
+70,965
138
$4.68M 0.24%
+175,675
139
$4.68M 0.24%
+61,334
140
$4.45M 0.22%
+264,565
141
$4.43M 0.22%
+84,725
142
$4.37M 0.22%
+54,565
143
$4.36M 0.22%
+23,890
144
$4.36M 0.22%
+25,063
145
$4.34M 0.22%
+120,719
146
$4.32M 0.22%
+131,710
147
$4.22M 0.21%
+76,883
148
$4.18M 0.21%
+43,432
149
$4.14M 0.21%
+36,352
150
$4.13M 0.21%
+125,695
4 5
6
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