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
$1.33B
AUM Growth
-$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.39M
3
+$7.67M
4
CRM icon
Salesforce
CRM
+$4.53M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$11.2M
2
+$4.25M
3
+$4.18M
4
CMCSA icon
Comcast
CMCSA
+$3.72M
5
PYPL icon
PayPal
PYPL
+$3.69M

Sector Composition

1 Technology 22.43%
2 Healthcare 22.24%
3 Consumer Staples 11.66%
4 Financials 8.93%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.03%
3,335
227
$331K 0.02%
3,736
+2
228
$330K 0.02%
3,036
-10
229
$322K 0.02%
3,597
-100
230
$308K 0.02%
1,400
231
$308K 0.02%
2,200
232
$299K 0.02%
1,157
+27
233
$298K 0.02%
4,218
+288
234
$293K 0.02%
12,932
-802
235
$283K 0.02%
8,225
-350
236
$276K 0.02%
5,615
-9,650
237
$274K 0.02%
2,258
+250
238
$271K 0.02%
3,595
-75
239
$258K 0.02%
4,580
+320
240
$257K 0.02%
3,496
241
$254K 0.02%
+6,026
242
$244K 0.02%
7,432
-4,833
243
$226K 0.02%
7,962
-1,485
244
$220K 0.02%
2,750
-1,850
245
$218K 0.02%
10,279
246
$208K 0.02%
25,353
247
$201K 0.02%
1,640
-736
248
$172K 0.01%
11,210
-465
249
$106K 0.01%
+10,000
250
– –
-4,600
7 8 9
10
11