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
$2.46B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.27M
3
+$8.66M
4
BK icon
Bank of New York Mellon
BK
+$8.57M
5
GD icon
General Dynamics
GD
+$7.97M

Top Sells

1
+$16.4M
2
+$8.4M
3
+$6.35M
4
NKE icon
Nike
NKE
+$5.6M
5
CRM icon
Salesforce
CRM
+$5.3M

Sector Composition

1 Technology 28.7%
2 Healthcare 14.87%
3 Industrials 10.88%
4 Financials 10.12%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.07M 0.08%
165,411
177
$2.06M 0.08%
35,135
-250
178
$1.98M 0.08%
9,963
-99
179
$1.92M 0.08%
20,570
-5,210
180
$1.79M 0.07%
35,137
+8,100
181
$1.76M 0.07%
24,855
+959
182
$1.75M 0.07%
22,950
-50
183
$1.7M 0.07%
14,833
-1,334
184
$1.51M 0.06%
9,975
185
$1.51M 0.06%
2,733
+81
186
$1.49M 0.06%
3,865
187
$1.47M 0.06%
14,912
-1,683
188
$1.26M 0.05%
2,275
+36
189
$1.26M 0.05%
13,755
-1,175
190
$1.2M 0.05%
5,800
-1,352
191
$1.18M 0.05%
7,447
-2,150
192
$1.16M 0.05%
3,703
-20
193
$1.05M 0.04%
14,670
+50
194
$1.03M 0.04%
9,956
-170
195
$1.02M 0.04%
30,257
+7
196
$978K 0.04%
7,902
197
$933K 0.04%
4,231
-326
198
$932K 0.04%
5,123
-240
199
$906K 0.04%
18,491
-1,023
200
$869K 0.04%
7,580
-3,275
6 7
8
9 10