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
$2.57B
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.4M
3
+$13.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
ICE icon
Intercontinental Exchange
ICE
+$10.5M

Top Sells

1
+$21.7M
2
+$13.2M
3
+$12.7M
4
AVGO icon
Broadcom
AVGO
+$11.9M
5
CDW icon
CDW
CDW
+$11.8M

Sector Composition

1 Technology 30%
2 Healthcare 13.61%
3 Financials 13.54%
4 Industrials 8.66%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$889K 0.03%
1,552
202
$851K 0.03%
10,295
-169
203
$848K 0.03%
4,400
204
$844K 0.03%
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+311
205
$838K 0.03%
10,992
-1,413
206
$804K 0.03%
9,415
-20
207
$798K 0.03%
7,864
+15
208
$778K 0.03%
14,441
-4,050
209
$777K 0.03%
11,652
210
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6,300
-100
211
$754K 0.03%
3,547
212
$751K 0.03%
2,668
213
$726K 0.03%
5,280
-825
214
$688K 0.03%
42,269
215
$661K 0.03%
5,531
-175
216
$655K 0.03%
4,880
217
$645K 0.03%
1,960
218
$641K 0.02%
1,888
219
$615K 0.02%
6,510
-200
220
$611K 0.02%
14,404
-263
221
$607K 0.02%
1,036
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222
$598K 0.02%
1,482
+45
223
$581K 0.02%
4,825
-450
224
$571K 0.02%
3,973
-25
225
$569K 0.02%
966
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9
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