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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.17M 0.24%
219,255
+16,874
127
$5.91M 0.23%
68,922
+4,100
128
$5.69M 0.22%
35,065
-46
129
$5.57M 0.22%
72,000
+2,785
130
$5.26M 0.2%
40,127
-1,776
131
$5.23M 0.2%
10,759
+386
132
$5.13M 0.2%
12,396
-799
133
$5.1M 0.2%
21,752
-1,383
134
$5.08M 0.2%
42,019
-2,720
135
$5.06M 0.2%
46,586
-2,000
136
$4.87M 0.19%
18,699
-6,387
137
$4.85M 0.19%
46,845
-575
138
$4.56M 0.18%
11,354
-2,948
139
$4.47M 0.17%
12,325
-225
140
$4.47M 0.17%
49,150
-2,940
141
$4.44M 0.17%
194,985
-4,625
142
$4.41M 0.17%
23,604
+87
143
$4.38M 0.17%
68,595
-995
144
$4.29M 0.17%
23,167
+204
145
$4.26M 0.17%
24,285
+1,690
146
$4.18M 0.16%
55,349
+5,324
147
$3.96M 0.15%
63,160
-3,315
148
$3.8M 0.15%
18,122
-10,849
149
$3.72M 0.14%
63,050
+15,140
150
$3.64M 0.14%
12,552
-565
4 5
6
7 8