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
$2.58B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.3M
3
+$10.6M
4
ICE icon
Intercontinental Exchange
ICE
+$9.98M
5
NFLX icon
Netflix
NFLX
+$9.93M

Top Sells

1
+$22.5M
2
+$10.3M
3
+$9.52M
4
V icon
Visa
V
+$8.16M
5
BAH icon
Booz Allen Hamilton
BAH
+$8.05M

Sector Composition

1 Technology 29.28%
2 Healthcare 14.22%
3 Financials 10.43%
4 Industrials 10.4%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.93M 0.15%
167,677
-56,842
152
$3.91M 0.15%
13,117
+50
153
$3.85M 0.15%
50,770
-990
154
$3.8M 0.15%
95,527
-7,331
155
$3.55M 0.14%
9,762
+626
156
$3.54M 0.14%
25,956
+1,231
157
$3.17M 0.12%
11,700
+10
158
$3.16M 0.12%
49,805
+4,545
159
$3.1M 0.12%
47,910
-1,996
160
$3.03M 0.12%
17,760
-2,015
161
$2.88M 0.11%
14,238
-1,871
162
$2.84M 0.11%
16,992
+2,080
163
$2.84M 0.11%
12,134
-325
164
$2.75M 0.11%
14,355
+100
165
$2.69M 0.1%
13,005
-734
166
$2.6M 0.1%
87,700
-1,400
167
$2.49M 0.1%
60,705
-17,325
168
$2.47M 0.1%
9,388
-150
169
$2.41M 0.09%
143,362
-1,400
170
$2.15M 0.08%
34,560
-575
171
$2.13M 0.08%
9,665
-634
172
$1.99M 0.08%
23,580
-1,275
173
$1.99M 0.08%
22,425
-525
174
$1.97M 0.08%
3,184
+451
175
$1.92M 0.07%
61,183
+250
5 6
7
8 9