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
26
$13.2M 0.99%
335,649
-5,858
27
$12.5M 0.94%
144,820
-2,958
28
$12.5M 0.94%
43,690
+17
29
$12.4M 0.93%
28,238
+17,426
30
$12M 0.9%
75,548
-1,488
31
$11.8M 0.89%
80,449
-5,795
32
$11.7M 0.88%
121,226
+1,072
33
$11.5M 0.87%
214,367
-376
34
$11.4M 0.86%
103,973
-2,225
35
$11.4M 0.86%
70,690
+3,409
36
$11.3M 0.85%
226,380
+5,359
37
$11.3M 0.85%
139,044
+425
38
$11.1M 0.83%
+310,493
39
$10.9M 0.82%
17,484
-3,210
40
$10.6M 0.79%
277,950
+51,076
41
$10.4M 0.78%
158,095
+8,320
42
$10.4M 0.78%
82,169
+5,624
43
$10.4M 0.78%
74,713
-2,669
44
$10.3M 0.78%
107,944
-38,527
45
$10.2M 0.77%
34,545
-5,105
46
$10.1M 0.76%
54,280
-7,615
47
$9.67M 0.73%
153,834
+12,030
48
$9.6M 0.72%
404,990
+15,970
49
$9.55M 0.72%
38,284
+14,745
50
$9.51M 0.71%
114,975
-50,528
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