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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.19M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$6.7M
5
TEAM icon
Atlassian
TEAM
+$6.45M

Top Sells

1
+$12.6M
2
+$11.2M
3
+$8.92M
4
ABT icon
Abbott
ABT
+$7.49M
5
UNP icon
Union Pacific
UNP
+$7.17M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.78M 0.26%
51,729
-1,233
127
$4.78M 0.26%
17,893
+405
128
$4.77M 0.26%
98,713
+5,665
129
$4.76M 0.26%
53,234
+1,195
130
$4.74M 0.26%
58,971
-2,820
131
$4.51M 0.25%
90,000
-73,020
132
$4.49M 0.25%
153,736
-30
133
$4.43M 0.24%
126,928
-260
134
$4.33M 0.24%
27,494
+902
135
$4.31M 0.24%
29,837
+4,190
136
$4.22M 0.23%
274,949
+2,233
137
$4.2M 0.23%
84,370
-355
138
$4.08M 0.22%
131,180
-530
139
$4.07M 0.22%
27,436
+709
140
$4.01M 0.22%
64,554
+274
141
$3.96M 0.22%
61,502
-4,055
142
$3.92M 0.21%
178,035
-3,043
143
$3.91M 0.21%
93,115
+38,730
144
$3.9M 0.21%
34,761
-1,591
145
$3.88M 0.21%
39,133
-1,490
146
$3.86M 0.21%
54,965
+400
147
$3.83M 0.21%
120,995
-4,700
148
$3.76M 0.21%
23,283
-607
149
$3.74M 0.2%
51,405
-2,095
150
$3.74M 0.2%
68,235
-2,730
4 5
6
7 8