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
26
$15M 1%
354,782
-9,341
27
$14.9M 0.99%
311,198
+2,272
28
$14.5M 0.96%
115,198
+2,690
29
$13.9M 0.92%
81,908
-864
30
$13M 0.86%
107,139
-1,132
31
$12.9M 0.85%
225,147
-8,974
32
$12.9M 0.85%
153,296
-1,165
33
$12.5M 0.83%
97,506
-2,089
34
$12.3M 0.82%
44,853
-1,017
35
$12.2M 0.81%
225,560
-74,600
36
$12.2M 0.81%
111,333
-7,235
37
$11.8M 0.79%
44,774
-1,267
38
$11.8M 0.78%
34,074
+1,682
39
$11.6M 0.77%
215,508
-6,844
40
$11.4M 0.76%
93,699
-4,806
41
$11.1M 0.74%
30,980
-1,010
42
$11.1M 0.74%
384,580
-156,420
43
$10.9M 0.72%
126,292
+3,242
44
$10.8M 0.72%
52,059
-4,948
45
$10.8M 0.71%
67,259
-646
46
$10.7M 0.71%
38,156
+16,421
47
$10.6M 0.7%
85,345
-2,386
48
$10.6M 0.7%
61,223
+1,543
49
$10.4M 0.69%
169,524
+5,478
50
$10.2M 0.68%
+20,186
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2
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