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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.71M 0.2%
105,916
+125
152
$3.65M 0.2%
32,593
+665
153
$3.65M 0.2%
41,592
-1,840
154
$3.52M 0.19%
111,208
-3,730
155
$3.52M 0.19%
10,720
-158
156
$3.37M 0.18%
32,878
-215
157
$3.32M 0.18%
35,712
-260
158
$3.1M 0.17%
38,287
+3,435
159
$3.07M 0.17%
54,585
-250
160
$3.06M 0.17%
7,357
-5,600
161
$3.03M 0.17%
40,784
-20,550
162
$2.98M 0.16%
12,798
163
$2.84M 0.16%
18,360
+150
164
$2.7M 0.15%
20,035
-465
165
$2.63M 0.14%
182,065
-82,500
166
$2.52M 0.14%
29,105
+16,300
167
$2.46M 0.13%
42,178
-1,601
168
$2.42M 0.13%
33,990
169
$2.35M 0.13%
98,550
+100
170
$2.3M 0.13%
76,905
+5,440
171
$2.29M 0.13%
27,935
+2,280
172
$2.15M 0.12%
18,520
-835
173
$2.08M 0.11%
72,822
-1,575
174
$2.06M 0.11%
13,448
175
$2.05M 0.11%
44,780
5 6
7
8 9