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
101
$4.16M 0.31%
62,733
-45,272
102
$4.16M 0.31%
144,964
-3,570
103
$3.92M 0.29%
215,260
+4,132
104
$3.85M 0.29%
27,739
-1,205
105
$3.77M 0.28%
28,776
+1,923
106
$3.73M 0.28%
28,950
+300
107
$3.64M 0.27%
39,197
-425
108
$3.59M 0.27%
19,652
+528
109
$3.58M 0.27%
20,378
-674
110
$3.5M 0.26%
90,955
+2,120
111
$3.46M 0.26%
36,983
+90
112
$3.39M 0.25%
99,195
+9,372
113
$3.37M 0.25%
136,200
+1,765
114
$3.24M 0.24%
60,636
+4,360
115
$3.18M 0.24%
66,515
+635
116
$3.12M 0.23%
41,710
+1,380
117
$3.11M 0.23%
39,995
+15,065
118
$3.1M 0.23%
57,375
-200
119
$3.03M 0.23%
36,985
-27,530
120
$3.03M 0.23%
71,923
+787
121
$2.9M 0.22%
73,215
+2,829
122
$2.86M 0.21%
35,547
+855
123
$2.85M 0.21%
28,295
-65
124
$2.84M 0.21%
56,527
+3,595
125
$2.82M 0.21%
14,148
3 4
5
6 7