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
251
$252K 0.02%
11,069
-3,434
252
$250K 0.02%
3,370
253
$248K 0.02%
4,378
254
$242K 0.02%
14,797
-2,287
255
$238K 0.02%
2,580
-204
256
$232K 0.02%
1,135
-281
257
$230K 0.02%
2,284
258
$228K 0.02%
5,300
259
$228K 0.02%
5,500
260
$222K 0.01%
+2,750
261
$220K 0.01%
1,300
262
$220K 0.01%
+1,317
263
$219K 0.01%
4,300
264
$217K 0.01%
+1,958
265
$207K 0.01%
3,700
266
$203K 0.01%
11,800
267
– –
-64,708
268
– –
-48,070
269
– –
-4,480
270
– –
-3,000
271
– –
-3,875
272
– –
-11,700
273
– –
-3,619
274
– –
-75,742
275
– –
-41,521
8 9 10
11
12