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
$2.03B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.77M
3
+$7.71M
4
MDLZ icon
Mondelez International
MDLZ
+$7.67M
5
XYL icon
Xylem
XYL
+$7.6M

Top Sells

1
+$19.4M
2
+$10.3M
3
+$9.88M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.91M
5
APH icon
Amphenol
APH
+$7.89M

Sector Composition

1 Technology 23.47%
2 Healthcare 18.04%
3 Financials 11.86%
4 Industrials 10.31%
5 Consumer Staples 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.98M 0.2%
52,940
-725
152
$3.97M 0.2%
199,905
-141,160
153
$3.91M 0.19%
39,778
+1,565
154
$3.9M 0.19%
10,364
-1,460
155
$3.88M 0.19%
33,881
-395
156
$3.79M 0.19%
34,070
+1,145
157
$3.65M 0.18%
12,700
158
$3.63M 0.18%
+27,495
159
$3.57M 0.18%
40,025
-655
160
$3.51M 0.17%
36,426
+470
161
$3.47M 0.17%
28,290
+280
162
$3.36M 0.17%
52,050
-885
163
$3.24M 0.16%
23,200
-28,612
164
$3.19M 0.16%
34,925
+150
165
$3.18M 0.16%
97,121
+74,001
166
$3.15M 0.16%
46,927
+210
167
$3.14M 0.15%
19,010
-1,150
168
$2.83M 0.14%
12,365
-100
169
$2.77M 0.14%
98,850
-310
170
$2.65M 0.13%
34,734
-4,575
171
$2.63M 0.13%
69,320
-1,340
172
$2.63M 0.13%
26,473
-4,345
173
$2.56M 0.13%
46,440
+310
174
$2.56M 0.13%
34,615
+200
175
$2.47M 0.12%
44,757
+1,425
5 6
7
8 9