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
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$14.3M
3
+$13.6M
4
WMT icon
Walmart
WMT
+$13.2M
5
VZ icon
Verizon
VZ
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.42%
2 Consumer Staples 12.96%
3 Technology 12.28%
4 Industrials 11.54%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 0.96%
+60,795
27
$5.37M 0.95%
+20,920
28
$5.13M 0.9%
+40,635
29
$5.1M 0.9%
+55,749
30
$4.97M 0.88%
+82,165
31
$4.81M 0.85%
+180,055
32
$4.71M 0.83%
+117,470
33
$4.7M 0.83%
+124,939
34
$4.69M 0.83%
+21,800
35
$4.67M 0.82%
+104,530
36
$4.65M 0.82%
+93,196
37
$4.48M 0.79%
+68,110
38
$4.47M 0.79%
+76,370
39
$4.42M 0.78%
+69,932
40
$4.36M 0.77%
+53,195
41
$4.35M 0.77%
+75,995
42
$4.26M 0.75%
+69,070
43
$4.23M 0.75%
+132,880
44
$4.18M 0.74%
+71,553
45
$4.17M 0.73%
+66,250
46
$4.1M 0.72%
+60,759
47
$4.09M 0.72%
+79,965
48
$4.07M 0.72%
+124,320
49
$3.95M 0.7%
+204,582
50
$3.94M 0.69%
+54,715
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