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
51
$11.4M 0.73%
116,149
-899
52
$11.2M 0.71%
114,457
-518
53
$10.7M 0.68%
154,704
+870
54
$10.4M 0.66%
55,200
-20,348
55
$10.4M 0.66%
117,640
+175
56
$10.2M 0.65%
55,665
-1,750
57
$9.67M 0.61%
69,055
-365
58
$9.61M 0.61%
246,548
-528
59
$9.28M 0.59%
133,580
+60,865
60
$9.25M 0.59%
65,446
-724
61
$9.21M 0.59%
156,617
+420
62
$9.13M 0.58%
50,653
-43,499
63
$8.95M 0.57%
59,909
+494
64
$8.88M 0.56%
51,483
-1,035
65
$8.78M 0.56%
23,845
-6,780
66
$8.69M 0.55%
33,600
-105
67
$8.62M 0.55%
46,727
-715
68
$8.57M 0.55%
150,981
-28,769
69
$8.55M 0.54%
374,683
-2,979
70
$8.32M 0.53%
38,588
+6,588
71
$8.23M 0.52%
100,264
+454
72
$8.13M 0.52%
54,570
-2,545
73
$7.93M 0.5%
60,875
-8,790
74
$7.82M 0.5%
126,013
+30,785
75
$7.47M 0.48%
183,321
+14,252
1 2
3
4 5