ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.4M
3
+$8.85M
4
EEFT icon
Euronet Worldwide
EEFT
+$6.78M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.38M

Top Sells

1
+$6.73M
2
+$6.65M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.43M
5
BAX icon
Baxter International
BAX
+$4.66M

Sector Composition

1 Healthcare 20.49%
2 Technology 18.24%
3 Consumer Staples 10.3%
4 Industrials 9.93%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$440K 0.03%
1,944
+63
227
$434K 0.03%
4,940
-69
228
$429K 0.03%
4,574
229
$417K 0.03%
4,863
230
$412K 0.03%
15,503
-1,120
231
$395K 0.03%
6,692
-1,600
232
$391K 0.03%
9,900
233
$374K 0.03%
17,492
-1,900
234
$357K 0.03%
3,970
235
$348K 0.03%
6,775
-10
236
$343K 0.03%
1,400
237
$338K 0.03%
6,700
-2,605
238
$334K 0.03%
17,301
239
$324K 0.02%
6,100
+100
240
$321K 0.02%
+6,325
241
$318K 0.02%
8,154
+750
242
$318K 0.02%
26,653
-804
243
$315K 0.02%
3,875
-100
244
$314K 0.02%
2,940
-460
245
$313K 0.02%
3,508
246
$309K 0.02%
+3,965
247
$308K 0.02%
8,400
+1,800
248
$307K 0.02%
1,905
249
$303K 0.02%
3,515
-113
250
$302K 0.02%
3,903
-1,016
8 9
10
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