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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.32M 0.11%
5,735
177
$2.25M 0.11%
63,883
-5,437
178
$2.16M 0.1%
8,700
+455
179
$2.16M 0.1%
12,427
180
$2.04M 0.1%
39,060
+2,875
181
$2.03M 0.1%
15,300
-195
182
$1.89M 0.09%
17,800
-180
183
$1.88M 0.09%
23,100
-150
184
$1.85M 0.09%
20,645
-60
185
$1.84M 0.09%
9,836
+35
186
$1.81M 0.09%
25,715
-525
187
$1.76M 0.08%
20,030
+9,265
188
$1.75M 0.08%
7,025
-50
189
$1.75M 0.08%
23,619
-185
190
$1.73M 0.08%
9,318
-575
191
$1.72M 0.08%
14,205
-50
192
$1.66M 0.08%
22,872
+821
193
$1.62M 0.08%
7,380
194
$1.6M 0.08%
37,600
-6,090
195
$1.57M 0.07%
7,907
+1
196
$1.47M 0.07%
19,494
-15,240
197
$1.31M 0.06%
11,908
+108
198
$1.25M 0.06%
4,265
199
$1.2M 0.06%
5,964
+324
200
$1.15M 0.05%
9,692
-294
6 7
8
9 10