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
$2.69B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13.1M
3
+$12.2M
4
YUM icon
Yum! Brands
YUM
+$11M
5
ROP icon
Roper Technologies
ROP
+$10.8M

Top Sells

1
+$22.3M
2
+$19.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$13.4M
5
APH icon
Amphenol
APH
+$12.7M

Sector Composition

1 Technology 29.1%
2 Financials 15.46%
3 Healthcare 12.13%
4 Industrials 8.59%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.06%
23,930
-100
177
$1.65M 0.06%
73,755
-200
178
$1.6M 0.06%
147,361
-11,500
179
$1.57M 0.06%
9,870
-815
180
$1.5M 0.06%
6,971
-980
181
$1.49M 0.06%
25,024
+837
182
$1.46M 0.05%
2
-1
183
$1.42M 0.05%
10,400
184
$1.41M 0.05%
3,357
185
$1.37M 0.05%
22,024
186
$1.36M 0.05%
3,363
+200
187
$1.31M 0.05%
9,900
188
$1.24M 0.05%
6,323
+62
189
$1.19M 0.04%
13,223
-330
190
$1.15M 0.04%
7,702
-100
191
$1.13M 0.04%
4,230
-100
192
$1.1M 0.04%
14,550
193
$1.1M 0.04%
8,282
-303
194
$1.05M 0.04%
1,486
-16
195
$1.04M 0.04%
1,969
+7
196
$1.03M 0.04%
9,661
+570
197
$972K 0.04%
4,379
+200
198
$942K 0.04%
3,811
+225
199
$928K 0.03%
3,043
+1,084
200
$915K 0.03%
880
6 7
8
9 10