ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 20.9%
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.03M 0.25%
43,618
-1,583
127
$5.93M 0.24%
30,177
+12,517
128
$5.8M 0.24%
24,380
-1,052
129
$5.76M 0.23%
202,926
+7,585
130
$5.74M 0.23%
57,145
-2,667
131
$5.58M 0.23%
15,302
+14,500
132
$5.29M 0.22%
99,733
-3,108
133
$5.2M 0.21%
47,245
-3,076
134
$5.1M 0.21%
30,882
+172
135
$5.06M 0.21%
64,460
+3,650
136
$5.05M 0.21%
52,090
-200
137
$4.9M 0.2%
67,945
-2,715
138
$4.82M 0.2%
49,552
+44,758
139
$4.81M 0.2%
35,228
-16,595
140
$4.71M 0.19%
10,077
+214
141
$4.68M 0.19%
112,725
-6,562
142
$4.4M 0.18%
136,926
-98,778
143
$4.38M 0.18%
48,995
-155
144
$4.28M 0.17%
36,259
+380
145
$4.06M 0.17%
51,848
+28,911
146
$4.01M 0.16%
+22,963
147
$3.98M 0.16%
11,960
-300
148
$3.93M 0.16%
205,575
-16,365
149
$3.89M 0.16%
102,858
+275
150
$3.8M 0.15%
16,109
-2,282
4 5
6
7 8