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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.51M 0.14%
33,370
-27,420
152
$3.47M 0.14%
34,226
-2,343
153
$3.4M 0.13%
11,470
-230
154
$3.31M 0.13%
42,985
-7,785
155
$3.28M 0.13%
94,437
-1,090
156
$3.24M 0.13%
16,992
157
$3.18M 0.12%
25,193
-763
158
$3.03M 0.12%
10,109
+347
159
$3.02M 0.12%
17,860
+3,505
160
$3M 0.12%
74,740
-20,559
161
$2.86M 0.11%
12,665
-340
162
$2.79M 0.11%
52,310
+2,505
163
$2.7M 0.1%
11,204
-930
164
$2.65M 0.1%
15,880
-1,880
165
$2.52M 0.1%
87,700
166
$2.12M 0.08%
9,603
-62
167
$2.07M 0.08%
12,703
-1,535
168
$2.06M 0.08%
33,060
-1,500
169
$2.02M 0.08%
9,653
+265
170
$1.91M 0.07%
95,505
-72,172
171
$1.89M 0.07%
22,275
-150
172
$1.81M 0.07%
61,308
+125
173
$1.78M 0.07%
146,932
+3,570
174
$1.69M 0.07%
3,657
-208
175
$1.66M 0.06%
3,184
5 6
7
8 9