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
$2.1B
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.43M
3
+$7.15M
4
CTVA icon
Corteva
CTVA
+$7.05M
5
GGG icon
Graco
GGG
+$6.57M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.58M
4
DFS
Discover Financial Services
DFS
+$7.38M
5
EPAM icon
EPAM Systems
EPAM
+$7.16M

Sector Composition

1 Technology 23.53%
2 Healthcare 18.02%
3 Industrials 11.01%
4 Financials 9.99%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.15M 0.05%
27,163
-13
202
$1.14M 0.05%
15,420
203
$1.05M 0.05%
33,900
-2,850
204
$1.04M 0.05%
10,071
+926
205
$1.02M 0.05%
4,526
206
$969K 0.05%
3,875
-100
207
$950K 0.05%
5,891
-1
208
$942K 0.04%
1,195
-50
209
$942K 0.04%
13,188
+4
210
$938K 0.04%
18,108
+50
211
$915K 0.04%
1,871
+5
212
$913K 0.04%
5,396
213
$911K 0.04%
10,392
-277
214
$890K 0.04%
6,082
215
$883K 0.04%
5,954
-1,225
216
$874K 0.04%
15,134
-2,541
217
$769K 0.04%
1,726
-20
218
$723K 0.03%
2,918
219
$693K 0.03%
7,450
220
$674K 0.03%
4,863
221
$674K 0.03%
2,764
+15
222
$672K 0.03%
3,447
223
$628K 0.03%
5,760
224
$610K 0.03%
6,250
225
$592K 0.03%
6,598
7 8
9
10 11