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
$1.33B
AUM Growth
-$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.39M
3
+$7.67M
4
CRM icon
Salesforce
CRM
+$4.53M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$11.2M
2
+$4.25M
3
+$4.18M
4
CMCSA icon
Comcast
CMCSA
+$3.72M
5
PYPL icon
PayPal
PYPL
+$3.69M

Sector Composition

1 Technology 22.43%
2 Healthcare 22.24%
3 Consumer Staples 11.66%
4 Financials 8.93%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.22M 0.47%
32,000
+1,310
77
$5.97M 0.45%
139,025
+1,025
78
$5.96M 0.45%
280,690
-4,997
79
$5.81M 0.44%
35,205
-25,740
80
$5.61M 0.42%
126,857
-2,945
81
$5.5M 0.41%
39,035
-20,210
82
$5.28M 0.4%
19,888
+1,045
83
$5.25M 0.39%
82,039
+9,369
84
$5.09M 0.38%
22,687
-15,075
85
$5.05M 0.38%
33,445
-1,590
86
$4.98M 0.37%
83,940
+2,660
87
$4.95M 0.37%
291,993
+10,450
88
$4.94M 0.37%
169,069
+12,609
89
$4.83M 0.36%
55,590
+4,569
90
$4.81M 0.36%
56,165
-38,448
91
$4.78M 0.36%
46,606
-29,247
92
$4.75M 0.36%
67,254
-650
93
$4.71M 0.35%
298,205
+5,815
94
$4.7M 0.35%
72,715
-29,703
95
$4.68M 0.35%
59,007
-165
96
$4.57M 0.34%
45,922
+186
97
$4.54M 0.34%
95,228
-225
98
$4.3M 0.32%
48,814
+1,115
99
$4.25M 0.32%
52,525
-20,585
100
$4.18M 0.31%
152,970
-3,486
2 3
4
5 6