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
51
$3.92M 0.69%
+137,311
52
$3.91M 0.69%
+86,700
53
$3.75M 0.66%
+51,162
54
$3.74M 0.66%
+61,189
55
$3.74M 0.66%
+263,872
56
$3.68M 0.65%
+37,267
57
$3.52M 0.62%
+29,135
58
$3.5M 0.62%
+159,476
59
$3.46M 0.61%
+71,990
60
$3.43M 0.6%
+45,710
61
$3.35M 0.59%
+71,680
62
$3.32M 0.58%
+57,894
63
$3.3M 0.58%
+41,064
64
$3.19M 0.56%
+146,587
65
$3.17M 0.56%
+62,400
66
$3.12M 0.55%
+79,340
67
$3.1M 0.55%
+105,666
68
$3.1M 0.55%
+412,425
69
$3.09M 0.54%
+82,238
70
$3.05M 0.54%
+40,030
71
$2.99M 0.53%
+41,048
72
$2.94M 0.52%
+53,977
73
$2.89M 0.51%
+32,157
74
$2.88M 0.51%
+64,216
75
$2.82M 0.5%
+57,995
1 2
3
4 5