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
76
$7.14M 0.47%
102,038
-3,454
77
$7.05M 0.47%
155,474
+7,945
78
$6.96M 0.46%
84,986
+1,125
79
$6.88M 0.46%
60,118
+2,941
80
$6.79M 0.45%
133,382
-6,907
81
$6.67M 0.44%
36,430
+518
82
$6.5M 0.43%
73,650
-712
83
$6.41M 0.43%
96,045
-3,200
84
$6.39M 0.42%
31,244
-1,305
85
$6.28M 0.42%
72,471
-2,825
86
$6.25M 0.42%
49,954
-1,482
87
$6.18M 0.41%
62,004
+402
88
$6.13M 0.41%
60,443
-50,797
89
$6.12M 0.41%
33,634
+119
90
$6.04M 0.4%
151,960
+6,438
91
$5.88M 0.39%
33,624
-21,384
92
$5.79M 0.38%
59,990
-415
93
$5.76M 0.38%
35,170
-30
94
$5.64M 0.37%
32,737
-310
95
$5.58M 0.37%
94,310
+415
96
$5.5M 0.37%
84,600
+750
97
$5.49M 0.36%
112,265
-2,205
98
$5.37M 0.36%
+108,826
99
$5.3M 0.35%
33,165
-170
100
$5.29M 0.35%
61,100
-977
2 3
4
5 6