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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.04M 0.11%
12,465
-16
177
$1.94M 0.11%
27,326
-2,000
178
$1.94M 0.11%
48,290
-2,150
179
$1.92M 0.1%
5,745
+2,479
180
$1.91M 0.1%
43,911
-253
181
$1.87M 0.1%
166,785
+6,919
182
$1.86M 0.1%
23,717
-325
183
$1.82M 0.1%
27,323
+4,640
184
$1.76M 0.1%
25,880
-6,595
185
$1.68M 0.09%
10,158
-50
186
$1.67M 0.09%
7,860
+15
187
$1.66M 0.09%
37,775
188
$1.57M 0.09%
7,125
-150
189
$1.56M 0.09%
25,626
-260
190
$1.46M 0.08%
22,635
+125
191
$1.43M 0.08%
12,466
-332
192
$1.43M 0.08%
14,820
-540
193
$1.41M 0.08%
17,510
+135
194
$1.39M 0.08%
7,405
-100
195
$1.35M 0.07%
7,930
+1
196
$1.35M 0.07%
2,665
-5
197
$1.3M 0.07%
16,225
+300
198
$1.25M 0.07%
22,327
-525
199
$1.24M 0.07%
20,350
+595
200
$1.17M 0.06%
6,605
+1,520
6 7
8
9 10