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
1
$52M 2.84%
376,324
-31,715
2
$48.5M 2.65%
208,090
+1,187
3
$32.8M 1.79%
200,750
-469
4
$29.7M 1.62%
311,167
+62,965
5
$29.6M 1.62%
139,717
+720
6
$29.1M 1.59%
230,985
+2,340
7
$28.9M 1.58%
331,126
-45,699
8
$28.6M 1.57%
797,651
+3,005
9
$28M 1.53%
154,203
+1,140
10
$26.9M 1.47%
164,616
+704
11
$23.2M 1.27%
242,516
+156
12
$23.2M 1.27%
45,931
+71
13
$23.2M 1.27%
529,543
-10,596
14
$22.7M 1.24%
127,644
+964
15
$21.8M 1.19%
78,709
-46,814
16
$21.7M 1.19%
264,722
-1,654
17
$20.3M 1.11%
130,080
+40,220
18
$20.1M 1.1%
42,623
+189
19
$20.1M 1.1%
451,630
+131,210
20
$19.9M 1.09%
54,964
+12,933
21
$19.7M 1.08%
54,313
+384
22
$19.2M 1.05%
59,360
-1,780
23
$19M 1.04%
568,108
+8,160
24
$18.5M 1.01%
112,639
+5,218
25
$18.4M 1.01%
135,158
+1,075
1
2 3 4 5