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
76
$7.47M 0.48%
57,287
-1,103
77
$7.27M 0.46%
323,508
+31,515
78
$7.21M 0.46%
81,482
-557
79
$7.11M 0.45%
19,742
-146
80
$7.1M 0.45%
79,550
-19,163
81
$7.03M 0.45%
99,563
-31,784
82
$6.96M 0.44%
32,660
-785
83
$6.74M 0.43%
283,585
+2,895
84
$6.68M 0.43%
26,570
-11,188
85
$6.67M 0.42%
39,455
+420
86
$6.66M 0.42%
35,046
-159
87
$6.55M 0.42%
154,618
-1,000
88
$6.52M 0.41%
58,833
-174
89
$6.44M 0.41%
36,011
-34,679
90
$6.08M 0.39%
56,868
+21,321
91
$5.97M 0.38%
66,546
-708
92
$5.94M 0.38%
+29,913
93
$5.63M 0.36%
125,923
-934
94
$5.58M 0.36%
85,897
+1,957
95
$5.51M 0.35%
23,599
+912
96
$5.39M 0.34%
48,539
+1,933
97
$5.26M 0.33%
33,625
+4,675
98
$5.18M 0.33%
46,265
+343
99
$5.13M 0.33%
214,208
-1,052
100
$4.9M 0.31%
51,175
-4,990
2 3
4
5 6