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
$1.31B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.4M
3
+$8.85M
4
EEFT icon
Euronet Worldwide
EEFT
+$6.78M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.38M

Top Sells

1
+$6.73M
2
+$6.65M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.43M
5
BAX icon
Baxter International
BAX
+$4.66M

Sector Composition

1 Healthcare 20.49%
2 Technology 18.24%
3 Consumer Staples 10.3%
4 Industrials 9.93%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.7M 0.67%
61,702
-770
52
$8.55M 0.65%
38,908
-18,855
53
$8.41M 0.64%
73,793
-1,910
54
$8.36M 0.64%
412,780
-232
55
$8.24M 0.63%
87,620
+1,495
56
$8.21M 0.63%
62,621
-1,381
57
$8.03M 0.61%
48,427
-8,600
58
$7.94M 0.61%
607,416
-305,640
59
$7.85M 0.6%
32,057
+165
60
$7.53M 0.58%
192,717
+61,025
61
$7.29M 0.56%
296,082
+2,159
62
$7.23M 0.55%
118,075
-28,640
63
$6.86M 0.52%
48,890
+17,665
64
$6.78M 0.52%
+66,240
65
$6.75M 0.52%
129,904
+1,191
66
$6.63M 0.51%
140,070
-691
67
$6.54M 0.5%
70,943
-3,066
68
$6.43M 0.49%
298,112
-130,263
69
$6.38M 0.49%
+99,080
70
$6.28M 0.48%
67,477
-11,808
71
$6.19M 0.47%
143,800
-28,672
72
$6.12M 0.47%
102,876
-9,225
73
$6.12M 0.47%
82,573
+3,625
74
$5.99M 0.46%
91,373
+33,939
75
$5.94M 0.45%
80,158
-6,130
1 2
3
4 5