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
$2.58B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.3M
3
+$10.6M
4
ICE icon
Intercontinental Exchange
ICE
+$9.98M
5
NFLX icon
Netflix
NFLX
+$9.93M

Top Sells

1
+$22.5M
2
+$10.3M
3
+$9.52M
4
V icon
Visa
V
+$8.16M
5
BAH icon
Booz Allen Hamilton
BAH
+$8.05M

Sector Composition

1 Technology 29.28%
2 Healthcare 14.22%
3 Financials 10.43%
4 Industrials 10.4%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.96M 0.23%
41,903
-1,715
127
$5.95M 0.23%
22,170
-734
128
$5.95M 0.23%
69,215
+4,755
129
$5.91M 0.23%
23,135
-1,245
130
$5.77M 0.22%
111,445
-1,280
131
$5.72M 0.22%
35,111
-117
132
$5.54M 0.22%
82,650
-73,005
133
$5.41M 0.21%
52,090
134
$5.37M 0.21%
14,302
-1,000
135
$5.3M 0.21%
47,420
-1,575
136
$5.26M 0.2%
44,739
-2,506
137
$5.23M 0.2%
48,586
-966
138
$5.21M 0.2%
95,299
-4,434
139
$4.91M 0.19%
12,550
+590
140
$4.78M 0.19%
30,082
-8,131
141
$4.53M 0.18%
23,517
-7,365
142
$4.39M 0.17%
199,610
-5,965
143
$4.38M 0.17%
66,475
-1,470
144
$4.36M 0.17%
22,963
145
$4.35M 0.17%
139,180
+2,254
146
$4.28M 0.17%
36,569
+310
147
$4.18M 0.16%
50,025
-1,823
148
$4.05M 0.16%
21,905
+2,530
149
$4.05M 0.16%
22,595
+30
150
$3.94M 0.15%
+50,570
4 5
6
7 8