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
76
$2.8M 0.49%
+57,091
77
$2.79M 0.49%
+17,375
78
$2.75M 0.48%
+41,050
79
$2.65M 0.47%
+44,450
80
$2.63M 0.46%
+28,286
81
$2.63M 0.46%
+169,886
82
$2.59M 0.46%
+58,560
83
$2.56M 0.45%
+74,887
84
$2.5M 0.44%
+22,685
85
$2.48M 0.44%
+44,073
86
$2.46M 0.43%
+33,630
87
$2.44M 0.43%
+21,161
88
$2.3M 0.41%
+74,862
89
$2.22M 0.39%
+34,189
90
$2.22M 0.39%
+18,000
91
$2.2M 0.39%
+70,910
92
$2.18M 0.38%
+43,170
93
$2.17M 0.38%
+55,155
94
$2.17M 0.38%
+11,645
95
$1.97M 0.35%
+20,292
96
$1.94M 0.34%
+55,643
97
$1.92M 0.34%
+46,318
98
$1.91M 0.34%
+93,760
99
$1.91M 0.34%
+41,980
100
$1.87M 0.33%
+24,140
2 3
4
5 6