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
$1.97B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$14.4M
4
SBUX icon
Starbucks
SBUX
+$13.5M
5
AXON icon
Axon Enterprise
AXON
+$12.5M

Top Sells

1
+$15.8M
2
+$12.1M
3
+$11.6M
4
FRC
First Republic Bank
FRC
+$9.93M
5
MPWR icon
Monolithic Power Systems
MPWR
+$9.73M

Sector Composition

1 Technology 20.59%
2 Healthcare 18.05%
3 Financials 12.55%
4 Industrials 10.72%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.92M 0.2%
35,013
-77,626
152
$3.91M 0.2%
12,700
-98
153
$3.9M 0.2%
23,175
-41,382
154
$3.83M 0.19%
38,213
-920
155
$3.81M 0.19%
52,935
-1,650
156
$3.73M 0.19%
19,210
-16,296
157
$3.73M 0.19%
32,925
+3,820
158
$3.7M 0.19%
35,956
+244
159
$3.69M 0.19%
40,680
-912
160
$3.65M 0.19%
102,171
-3,745
161
$3.64M 0.18%
30,818
-2,060
162
$3.57M 0.18%
46,717
-27,525
163
$3.18M 0.16%
43,332
+5,045
164
$3.13M 0.16%
34,775
+18,550
165
$3.06M 0.16%
23,760
-3,862
166
$2.99M 0.15%
12,465
167
$2.98M 0.15%
20,160
+125
168
$2.96M 0.15%
39,309
-1,475
169
$2.93M 0.15%
139,724
-38,311
170
$2.73M 0.14%
28,010
+75
171
$2.7M 0.14%
99,160
+610
172
$2.47M 0.13%
34,415
+425
173
$2.47M 0.13%
70,660
-2,162
174
$2.46M 0.12%
5,735
-10
175
$2.44M 0.12%
13,027
-421
5 6
7
8 9