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
51
$9.97M 0.66%
60,281
-1,800
52
$9.82M 0.65%
64,735
-315
53
$9.6M 0.64%
591,696
+3,376
54
$9.57M 0.64%
114,018
-2,374
55
$9.49M 0.63%
582,710
-22,186
56
$9.47M 0.63%
71,069
-3,040
57
$9.46M 0.63%
373,675
+5,027
58
$9.36M 0.62%
38,062
-1,743
59
$9.22M 0.61%
76,681
-3,769
60
$9.19M 0.61%
50,108
+646
61
$9.16M 0.61%
92,411
-373
62
$9.14M 0.61%
269,244
+16,512
63
$8.83M 0.59%
113,802
-1,486
64
$8.78M 0.58%
302,912
+1,865
65
$8.72M 0.58%
78,752
-197
66
$8.47M 0.56%
113,465
+48,595
67
$8.32M 0.55%
57,409
+272
68
$8.08M 0.54%
51,775
+475
69
$7.99M 0.53%
+58,435
70
$7.99M 0.53%
146,050
+8,320
71
$7.97M 0.53%
86,170
-835
72
$7.82M 0.52%
109,045
-1,409
73
$7.52M 0.5%
158,879
-2,952
74
$7.39M 0.49%
101,620
+30,980
75
$7.16M 0.48%
271,763
+6,770
1 2
3
4 5