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
$1.98B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$53.1M
3
+$33.5M
4
XOM icon
Exxon Mobil
XOM
+$32.3M
5
GD icon
General Dynamics
GD
+$30.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.56%
2 Healthcare 17.99%
3 Financials 11.78%
4 Industrials 9.29%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.07%
+15,925
202
$1.34M 0.07%
+15,820
203
$1.33M 0.07%
+22,575
204
$1.25M 0.06%
+9,806
205
$1.19M 0.06%
+22,683
206
$1.15M 0.06%
+19,755
207
$1.11M 0.06%
+8,045
208
$1.04M 0.05%
+5,085
209
$1.02M 0.05%
+10,695
210
$978K 0.05%
+3,266
211
$975K 0.05%
+8,524
212
$970K 0.05%
+12,805
213
$935K 0.05%
+11,717
214
$913K 0.05%
+23,006
215
$899K 0.05%
+37,339
216
$894K 0.05%
+4,265
217
$859K 0.04%
+4,715
218
$842K 0.04%
+15,155
219
$820K 0.04%
+16,681
220
$779K 0.04%
+7,385
221
$767K 0.04%
+3,690
222
$760K 0.04%
+6,000
223
$751K 0.04%
+9,390
224
$734K 0.04%
+5,517
225
$722K 0.04%
+1,903
7 8
9
10 11