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
$1.57B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.99M
3
+$5.94M
4
MPWR icon
Monolithic Power Systems
MPWR
+$5.09M
5
UNH icon
UnitedHealth
UNH
+$5.07M

Top Sells

1
+$7.84M
2
+$7.84M
3
+$6.2M
4
WST icon
West Pharmaceutical
WST
+$5.32M
5
PYPL icon
PayPal
PYPL
+$4.48M

Sector Composition

1 Technology 25.17%
2 Healthcare 20.64%
3 Consumer Staples 10.59%
4 Financials 9.11%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 0.99%
334,466
-1,183
27
$15.5M 0.99%
78,094
-4,075
28
$15.4M 0.98%
143,139
-1,681
29
$15.2M 0.96%
161,072
-2,885
30
$14.6M 0.93%
75,899
-4,550
31
$14.5M 0.92%
47,917
+4,227
32
$14.4M 0.92%
195,599
-7,822
33
$14.3M 0.91%
82,237
-25,707
34
$13.9M 0.88%
55,168
+888
35
$13.2M 0.84%
118,164
-3,062
36
$13M 0.83%
194,001
-116,492
37
$12.7M 0.81%
+31,472
38
$12.7M 0.81%
401,100
-3,890
39
$12.5M 0.79%
279,420
+1,470
40
$12.4M 0.79%
17,722
+238
41
$12.3M 0.78%
573,642
+182
42
$12.1M 0.77%
36,788
-242
43
$12.1M 0.77%
140,650
+1,606
44
$12.1M 0.77%
34,878
+333
45
$12M 0.77%
100,643
-3,330
46
$11.8M 0.75%
309,408
+156,438
47
$11.7M 0.75%
212,782
-1,585
48
$11.7M 0.74%
228,023
+1,643
49
$11.6M 0.74%
70,776
-3,937
50
$11.5M 0.73%
156,914
-1,181
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2
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