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
101
$5.29M 0.35%
68,230
-1,104
102
$5.17M 0.34%
73,783
+715
103
$5.15M 0.34%
84,742
+34,969
104
$5.08M 0.34%
198,854
+47
105
$5.03M 0.33%
209,608
-2,888
106
$5.03M 0.33%
86,122
-1,080
107
$5M 0.33%
57,300
-6,909
108
$4.92M 0.33%
10,491
-142
109
$4.89M 0.32%
65,181
-18,497
110
$4.85M 0.32%
74,567
-30
111
$4.61M 0.31%
38,147
+1,102
112
$4.54M 0.3%
246,198
-15,680
113
$4.4M 0.29%
29,318
-13,314
114
$4.39M 0.29%
66,781
-70
115
$4.34M 0.29%
79,570
-42,253
116
$4.33M 0.29%
24,880
+1,602
117
$4.3M 0.29%
138,573
-68,182
118
$4.2M 0.28%
58,508
-1,179
119
$4.11M 0.27%
78,440
-3,607
120
$4.07M 0.27%
49,875
-1,490
121
$3.9M 0.26%
46,819
-707
122
$3.84M 0.26%
50,947
-410
123
$3.84M 0.26%
18,017
+215
124
$3.79M 0.25%
63,930
-2,840
125
$3.73M 0.25%
86,872
-43,305
3 4
5
6 7