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
$1.83B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.01M
3
+$6.28M
4
CVS icon
CVS Health
CVS
+$6M
5
A icon
Agilent Technologies
A
+$5.85M

Top Sells

1
+$13M
2
+$11.2M
3
+$7.41M
4
ABT icon
Abbott
ABT
+$6.8M
5
AOS icon
A.O. Smith
AOS
+$6.61M

Sector Composition

1 Technology 26.01%
2 Healthcare 18%
3 Financials 11.78%
4 Industrials 9.16%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.12M 0.06%
15,820
202
$1.11M 0.06%
9,806
203
$1.06M 0.06%
11,805
+1,110
204
$1.04M 0.06%
15,035
+3,318
205
$1.01M 0.06%
17,475
-5,100
206
$955K 0.05%
4,265
207
$915K 0.05%
7,117
-928
208
$885K 0.05%
7,999
-525
209
$825K 0.05%
5,697
+2,662
210
$824K 0.05%
5,517
211
$811K 0.04%
7,975
+590
212
$807K 0.04%
4,465
-250
213
$761K 0.04%
5,710
214
$735K 0.04%
5,900
-100
215
$732K 0.04%
16,706
+25
216
$723K 0.04%
14,344
-811
217
$702K 0.04%
18,195
-4,811
218
$701K 0.04%
3,553
-137
219
$666K 0.04%
1,857
-46
220
$636K 0.03%
48,274
-6,005
221
$627K 0.03%
7,495
+1,500
222
$624K 0.03%
10,791
+18
223
$598K 0.03%
4,005
224
$586K 0.03%
24,075
-225,630
225
$582K 0.03%
41,664
+4,325
7 8
9
10 11