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
76
$5.93M 0.45%
99,270
-1,400
77
$5.66M 0.43%
113,787
-3,915
78
$5.47M 0.42%
83,167
-70,779
79
$5.47M 0.42%
+55,215
80
$5.46M 0.42%
68,050
+115
81
$5.35M 0.41%
41,907
+40,182
82
$5.35M 0.41%
116,062
-145,996
83
$5.26M 0.4%
131,397
-2,986
84
$5.22M 0.4%
33,230
-18,381
85
$5.13M 0.39%
124,455
+29,290
86
$5.13M 0.39%
34,115
+665
87
$5.05M 0.39%
58,506
-4,810
88
$5.04M 0.39%
51,440
+235
89
$4.97M 0.38%
31,391
-54
90
$4.97M 0.38%
108,005
+295
91
$4.96M 0.38%
71,230
-198
92
$4.87M 0.37%
131,970
+1,055
93
$4.87M 0.37%
61,056
-45,545
94
$4.87M 0.37%
73,671
-2,210
95
$4.58M 0.35%
35,220
+165
96
$4.57M 0.35%
38,935
+660
97
$4.55M 0.35%
34,702
-41,397
98
$4.53M 0.35%
+79,050
99
$4.45M 0.34%
31,411
-4,809
100
$4.42M 0.34%
152,955
-3,055
2 3
4
5 6