ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Fund
S&P 500
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
+$21M
2
+$14.1M
3
+$13.6M
4
XOM icon
Exxon Mobil
XOM
+$13.6M
5
VZ icon
Verizon
VZ
+$10.8M

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
101
$1.86M 0.33%
+17,195
102
$1.85M 0.33%
+50,640
103
$1.79M 0.32%
+64,970
104
$1.79M 0.32%
+73,215
105
$1.75M 0.31%
+26,125
106
$1.73M 0.3%
+27,101
107
$1.73M 0.3%
+30,920
108
$1.71M 0.3%
+43,405
109
$1.69M 0.3%
+46,715
110
$1.68M 0.3%
+11,080
111
$1.67M 0.29%
+41,310
112
$1.64M 0.29%
+32,375
113
$1.62M 0.29%
+116,580
114
$1.61M 0.28%
+43,790
115
$1.55M 0.27%
+56,967
116
$1.54M 0.27%
+48,390
117
$1.53M 0.27%
+32,003
118
$1.5M 0.26%
+14,400
119
$1.49M 0.26%
+28,875
120
$1.45M 0.26%
+20,110
121
$1.44M 0.25%
+38,430
122
$1.44M 0.25%
+12,069
123
$1.44M 0.25%
+12,490
124
$1.41M 0.25%
+109,495
125
$1.41M 0.25%
+16,620
3 4
5
6 7