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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.34M 0.25%
45,527
+330
127
$5.29M 0.25%
148,912
+445
128
$5.2M 0.25%
23,440
+70
129
$5.19M 0.25%
131,301
-717
130
$5.18M 0.25%
52,608
+63
131
$5.14M 0.24%
85,074
+639
132
$5.06M 0.24%
294,049
+3,427
133
$5.03M 0.24%
24,253
-770
134
$5.01M 0.24%
59,089
-3,360
135
$4.98M 0.24%
260,705
+5,525
136
$4.85M 0.23%
59,924
-268
137
$4.82M 0.23%
80,655
+2,042
138
$4.71M 0.22%
49,398
-367
139
$4.64M 0.22%
54,725
+680
140
$4.57M 0.22%
63,820
-1,375
141
$4.5M 0.21%
282,279
-12,850
142
$4.49M 0.21%
101,233
-1,203
143
$4.42M 0.21%
36,512
-32,028
144
$4.34M 0.21%
29,200
+1,705
145
$4.34M 0.21%
46,025
+11,100
146
$4.18M 0.2%
50,007
-235
147
$4.12M 0.2%
22,964
-59
148
$4.1M 0.2%
10,079
-285
149
$4.08M 0.19%
65,848
-55,590
150
$4.08M 0.19%
52,940
4 5
6
7 8