ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.1M
3
+$12.2M
4
YUM icon
Yum! Brands
YUM
+$11M
5
ROP icon
Roper Technologies
ROP
+$10.8M

Top Sells

1
+$22.3M
2
+$19.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$13.4M
5
APH icon
Amphenol
APH
+$12.7M

Sector Composition

1 Technology 29.1%
2 Financials 15.46%
3 Healthcare 12.13%
4 Industrials 8.59%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.76M 0.14%
22,630
+505
152
$3.62M 0.13%
12,326
+755
153
$3.47M 0.13%
12,312
-113
154
$3.46M 0.13%
33,289
-120
155
$3.38M 0.13%
10,585
-353
156
$3.33M 0.12%
7,842
-3,012
157
$3.19M 0.12%
16,413
-6,200
158
$3.13M 0.12%
54,305
+2,710
159
$3.07M 0.11%
+80,575
160
$2.87M 0.11%
16,152
-800
161
$2.85M 0.11%
42,405
-1,910
162
$2.84M 0.11%
12,943
-290
163
$2.61M 0.1%
9,772
-367
164
$2.44M 0.09%
11,388
+815
165
$2.19M 0.08%
24,525
166
$2.15M 0.08%
44,655
-530
167
$2.05M 0.08%
33,060
168
$2.03M 0.08%
92,100
+4,900
169
$1.88M 0.07%
3,691
+235
170
$1.86M 0.07%
62,100
-733
171
$1.84M 0.07%
7,148
-150
172
$1.84M 0.07%
10,928
-1,100
173
$1.75M 0.07%
65,934
-5,677
174
$1.74M 0.06%
30,841
+15,100
175
$1.67M 0.06%
9,113
-1,485
5 6
7
8 9