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
$1.57B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.99M
3
+$5.94M
4
MPWR icon
Monolithic Power Systems
MPWR
+$5.09M
5
UNH icon
UnitedHealth
UNH
+$5.07M

Top Sells

1
+$7.84M
2
+$7.84M
3
+$6.2M
4
WST icon
West Pharmaceutical
WST
+$5.32M
5
PYPL icon
PayPal
PYPL
+$4.48M

Sector Composition

1 Technology 25.17%
2 Healthcare 20.64%
3 Consumer Staples 10.59%
4 Financials 9.11%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$406K 0.03%
6,349
227
$397K 0.03%
4,339
-118
228
$382K 0.02%
4,905
-710
229
$380K 0.02%
3,335
230
$373K 0.02%
2,658
+400
231
$368K 0.02%
4,015
232
$364K 0.02%
4,623
+405
233
$358K 0.02%
1,157
234
$356K 0.02%
+6,263
235
$344K 0.02%
1,114
-8,096
236
$338K 0.02%
2,200
237
$336K 0.02%
+5,935
238
$332K 0.02%
9,025
+800
239
$294K 0.02%
10,000
-2,932
240
$284K 0.02%
4,580
241
$282K 0.02%
3,496
242
$279K 0.02%
6,732
-700
243
$278K 0.02%
+12,532
244
$275K 0.02%
1,200
-200
245
$274K 0.02%
7,787
-175
246
$263K 0.02%
+4,370
247
$258K 0.02%
+1,500
248
$257K 0.02%
1,640
249
$256K 0.02%
+3,425
250
$246K 0.02%
+1,823
7 8 9
10
11