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
$2.03B
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.62M
3
+$9.1M
4
MSFT icon
Microsoft
MSFT
+$7.79M
5
PEN icon
Penumbra
PEN
+$6.92M

Top Sells

1
+$12M
2
+$11.6M
3
+$8.47M
4
CVS icon
CVS Health
CVS
+$7.32M
5
GGG icon
Graco
GGG
+$5.46M

Sector Composition

1 Technology 22.94%
2 Healthcare 17.25%
3 Industrials 11.27%
4 Financials 10.41%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.76M 0.19%
52,940
152
$3.72M 0.18%
9,479
-600
153
$3.56M 0.18%
13,517
+5,316
154
$3.55M 0.17%
12,529
+29
155
$3.48M 0.17%
25,150
-1,595
156
$3.46M 0.17%
12,685
-180
157
$3.41M 0.17%
40,395
+425
158
$3.29M 0.16%
98,691
+1,242
159
$3.21M 0.16%
22,654
-41
160
$3.17M 0.16%
21,238
-688
161
$3.08M 0.15%
34,940
-557
162
$3.06M 0.15%
187,287
-5,430
163
$2.92M 0.14%
89,825
-1,525
164
$2.91M 0.14%
35,050
+1,230
165
$2.81M 0.14%
23,442
-436
166
$2.72M 0.13%
18,230
+745
167
$2.7M 0.13%
47,040
+790
168
$2.52M 0.12%
47,130
+875
169
$2.47M 0.12%
63,683
-200
170
$2.41M 0.12%
27,773
-100
171
$2.22M 0.11%
20,995
-660
172
$2.17M 0.11%
5,747
+12
173
$2.12M 0.1%
15,250
-50
174
$2.12M 0.1%
114,382
+2,250
175
$2.04M 0.1%
12,481
+54
5 6
7
8 9