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
101
$4.89M 0.31%
291,466
-6,739
102
$4.7M 0.3%
55,136
-454
103
$4.6M 0.29%
74,711
+54,798
104
$4.45M 0.28%
60,783
-1,950
105
$4.37M 0.28%
49,835
+1,021
106
$4.24M 0.27%
132,936
-3,264
107
$4.24M 0.27%
35,312
-3,885
108
$4.13M 0.26%
161,235
+16,271
109
$4.04M 0.26%
405,336
+107,131
110
$3.96M 0.25%
35,657
-1,326
111
$3.82M 0.24%
47,776
-4,749
112
$3.79M 0.24%
74,163
+2,240
113
$3.69M 0.23%
92,205
-6,990
114
$3.59M 0.23%
65,345
-73,680
115
$3.57M 0.23%
19,992
+340
116
$3.54M 0.23%
40,517
+522
117
$3.53M 0.22%
57,965
+590
118
$3.42M 0.22%
14,148
119
$3.35M 0.21%
66,295
-220
120
$3.35M 0.21%
54,973
-5,663
121
$3.34M 0.21%
66,754
+5,651
122
$3.32M 0.21%
43,170
+1,460
123
$3.32M 0.21%
89,323
-1,852
124
$3.27M 0.21%
11,525
-300
125
$3.22M 0.21%
36,396
+51
3 4
5
6 7