ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Fund
S&P 500
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
+$9.68M
2
+$7.27M
3
+$5.75M
4
CPAY icon
Corpay
CPAY
+$4.3M
5
ABT icon
Abbott
ABT
+$3.78M

Top Sells

1
+$7.99M
2
+$7.67M
3
+$5.18M
4
AVGO icon
Broadcom
AVGO
+$4.56M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.32M

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
276
– –
-3,619
277
– –
-75,742
278
– –
-11,700
8 9 10 11
12