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
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$14.5M
3
+$14M
4
AVGO icon
Broadcom
AVGO
+$12M
5
MRVL icon
Marvell Technology
MRVL
+$11M

Top Sells

1
+$14M
2
+$11.2M
3
+$10M
4
WST icon
West Pharmaceutical
WST
+$9.44M
5
CPAY icon
Corpay
CPAY
+$9.18M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.46M 0.14%
11,571
+1,462
152
$3.26M 0.13%
44,315
-24,607
153
$3.26M 0.13%
33,409
-817
154
$2.99M 0.12%
51,595
-715
155
$2.99M 0.12%
34,716
+1,346
156
$2.94M 0.12%
10,938
-532
157
$2.94M 0.12%
16,815
-1,307
158
$2.77M 0.11%
45,185
+2,200
159
$2.68M 0.11%
10,139
-1,065
160
$2.65M 0.11%
16,952
-40
161
$2.64M 0.11%
12,472
-193
162
$2.5M 0.1%
71,611
-3,129
163
$2.4M 0.1%
+3
164
$2.34M 0.09%
24,525
+2,250
165
$2.21M 0.09%
15,835
-45
166
$2.13M 0.09%
10,573
+920
167
$2.12M 0.08%
62,833
+1,525
168
$2.03M 0.08%
87,200
-500
169
$1.93M 0.08%
33,060
170
$1.7M 0.07%
24,030
+950
171
$1.68M 0.07%
73,955
-21,550
172
$1.66M 0.07%
12,028
-50
173
$1.64M 0.07%
10,685
+320
174
$1.62M 0.06%
3,456
175
$1.59M 0.06%
158,861
-5,860
5 6
7
8 9