ACIM

Azimuth Capital Investment Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$17.3M
3
+$15.2M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
NFLX icon
Netflix
NFLX
+$14.3M

Top Sells

1
+$14.6M
2
+$11.5M
3
+$10.1M
4
CPAY icon
Corpay
CPAY
+$9.52M
5
WST icon
West Pharmaceutical
WST
+$9.44M

Sector Composition

1 Technology 26.85%
2 Financials 15.82%
3 Healthcare 13.94%
4 Industrials 8.31%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.06%
7,951
-1,652
177
$1.57M 0.06%
3,163
-21
178
$1.54M 0.06%
10,598
-2,105
179
$1.47M 0.06%
3,357
-300
180
$1.46M 0.06%
7,298
-24
181
$1.43M 0.06%
24,187
182
$1.42M 0.06%
13,553
-915
183
$1.3M 0.05%
22,024
+3,000
184
$1.26M 0.05%
145,300
-1,632
185
$1.23M 0.05%
4,330
-200
186
$1.19M 0.05%
6,261
+1,101
187
$1.19M 0.05%
8,585
-765
188
$1.18M 0.05%
9,900
-100
189
$1.09M 0.04%
14,550
190
$1.09M 0.04%
7,802
191
$1.03M 0.04%
3,791
+78
192
$997K 0.04%
13,710
-5,170
193
$975K 0.04%
4,179
+108
194
$964K 0.04%
9,091
-95
195
$911K 0.04%
4,400
196
$889K 0.04%
3,586
+80
197
$883K 0.04%
15,741
+1,300
198
$881K 0.04%
2,297
199
$878K 0.04%
10,400
-2,200
200
$869K 0.03%
880
6 7
8
9 10