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
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273
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-6,000
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