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
$1.97B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.4M
3
+$14.4M
4
SBUX icon
Starbucks
SBUX
+$13.5M
5
AXON icon
Axon Enterprise
AXON
+$12.5M

Top Sells

1
+$15.8M
2
+$12.1M
3
+$11.6M
4
FRC
First Republic Bank
FRC
+$9.93M
5
MPWR icon
Monolithic Power Systems
MPWR
+$9.73M

Sector Composition

1 Technology 20.59%
2 Healthcare 18.05%
3 Financials 12.55%
4 Industrials 10.72%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.39M 0.12%
46,130
+1,350
177
$2.34M 0.12%
18,045
-475
178
$2.11M 0.11%
25,801
+175
179
$2.07M 0.1%
26,898
-425
180
$2.04M 0.1%
24,394
+677
181
$1.91M 0.1%
44,358
+447
182
$1.91M 0.1%
164,055
-2,730
183
$1.87M 0.09%
7,870
+10
184
$1.86M 0.09%
44,990
-3,300
185
$1.86M 0.09%
26,010
+130
186
$1.83M 0.09%
66,110
-10,795
187
$1.82M 0.09%
27,176
-150
188
$1.81M 0.09%
37,385
-390
189
$1.77M 0.09%
10,140
-18
190
$1.76M 0.09%
23,135
+500
191
$1.74M 0.09%
17,730
+220
192
$1.66M 0.08%
13,625
-81,507
193
$1.65M 0.08%
7,125
194
$1.6M 0.08%
24,386
+2,059
195
$1.51M 0.08%
7,405
196
$1.47M 0.07%
20,860
+510
197
$1.46M 0.07%
7,930
198
$1.45M 0.07%
8,623
+2,018
199
$1.45M 0.07%
12,300
-166
200
$1.41M 0.07%
2,555
-110
6 7
8
9 10