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
$1.51B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.99M
3
+$5.37M
4
CPAY icon
Corpay
CPAY
+$4.61M
5
ABT icon
Abbott
ABT
+$4.04M

Top Sells

1
+$7.98M
2
+$7.67M
3
+$5.15M
4
AVGO icon
Broadcom
AVGO
+$4.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.04M

Sector Composition

1 Healthcare 20.93%
2 Technology 19.54%
3 Consumer Staples 10.27%
4 Financials 9.75%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$413K 0.03%
7,856
-98
227
$409K 0.03%
1,400
228
$391K 0.03%
4,015
-34,245
229
$382K 0.03%
3,300
+50
230
$382K 0.03%
12,000
+1,500
231
$374K 0.02%
6,692
232
$365K 0.02%
3,935
-1,577
233
$362K 0.02%
88,280
-10,000
234
$353K 0.02%
3,403
-350
235
$352K 0.02%
5,460
236
$348K 0.02%
3,496
237
$345K 0.02%
8,400
238
$343K 0.02%
3,930
239
$336K 0.02%
2,653
240
$336K 0.02%
6,100
241
$335K 0.02%
10,279
242
$334K 0.02%
24,153
243
$333K 0.02%
1,130
-80
244
$325K 0.02%
3,475
-376
245
$300K 0.02%
3,205
-94
246
$297K 0.02%
10,300
-1,000
247
$297K 0.02%
1,808
248
$266K 0.02%
2,000
+105
249
$262K 0.02%
4,700
250
$261K 0.02%
7,840
8 9
10
11 12