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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.65M 0.06%
23,080
-500
177
$1.63M 0.06%
164,721
-517
178
$1.59M 0.06%
10,365
-203
179
$1.51M 0.06%
18,880
-390
180
$1.5M 0.06%
24,187
-7,647
181
$1.46M 0.06%
3,456
-25
182
$1.43M 0.06%
14,468
+15
183
$1.43M 0.06%
12,078
-1,079
184
$1.35M 0.05%
7,802
185
$1.31M 0.05%
10,000
186
$1.23M 0.05%
3,713
187
$1.22M 0.05%
7,322
188
$1.13M 0.04%
9,350
189
$1.11M 0.04%
14,550
190
$1.09M 0.04%
4,530
-290
191
$1.05M 0.04%
+11,925
192
$1.02M 0.04%
2,297
193
$1M 0.04%
4,071
-50
194
$985K 0.04%
5,160
+9
195
$957K 0.04%
9,186
-15
196
$953K 0.04%
12,600
+1,350
197
$942K 0.04%
19,024
+2,000
198
$928K 0.04%
880
-42
199
$898K 0.03%
1,666
+129
200
$889K 0.03%
3,506
-25
6 7
8
9 10