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
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.56M 0.22%
24,399
+795
127
$5.56M 0.22%
101,601
-3,215
128
$5.52M 0.22%
21,777
+25
129
$5.51M 0.22%
21,328
-497
130
$5.34M 0.21%
188,785
-6,200
131
$5.28M 0.21%
35,852
+787
132
$5.22M 0.21%
46,945
+100
133
$5.15M 0.21%
49,396
-2,152
134
$5.01M 0.2%
35,248
-4,879
135
$4.96M 0.2%
40,714
-1,305
136
$4.87M 0.19%
10,905
+146
137
$4.68M 0.19%
140,770
+3,580
138
$4.62M 0.18%
63,060
-100
139
$4.61M 0.18%
49,200
+50
140
$4.55M 0.18%
120,425
+25,988
141
$4.48M 0.18%
25,885
+1,600
142
$4.44M 0.18%
45,536
-1,050
143
$4.38M 0.17%
70,575
+7,525
144
$4.25M 0.17%
22,613
-554
145
$4.23M 0.17%
27,407
-19,087
146
$4.05M 0.16%
49,530
-5,819
147
$3.92M 0.16%
10,854
-500
148
$3.89M 0.16%
11,810
-515
149
$3.78M 0.15%
22,125
+4,265
150
$3.66M 0.15%
12,425
-127
4 5
6
7 8