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
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$14.3M
3
+$13.6M
4
WMT icon
Walmart
WMT
+$13.2M
5
VZ icon
Verizon
VZ
+$10.6M

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
126
$1.4M 0.25%
+34,854
127
$1.37M 0.24%
+88,650
128
$1.35M 0.24%
+36,260
129
$1.3M 0.23%
+31,428
130
$1.29M 0.23%
+15,268
131
$1.29M 0.23%
+15,480
132
$1.28M 0.23%
+100,060
133
$1.23M 0.22%
+62,870
134
$1.2M 0.21%
+104,904
135
$1.17M 0.21%
+14,637
136
$1.17M 0.21%
+13,830
137
$1.13M 0.2%
+221,921
138
$1.13M 0.2%
+19,510
139
$1.1M 0.19%
+59,823
140
$1.1M 0.19%
+26,745
141
$1.08M 0.19%
+49,248
142
$1.08M 0.19%
+27,136
143
$1.07M 0.19%
+102,455
144
$1.06M 0.19%
+12,860
145
$1.06M 0.19%
+15,280
146
$1.05M 0.19%
+16,255
147
$1.03M 0.18%
+18,585
148
$1.02M 0.18%
+25,350
149
$973K 0.17%
+14,715
150
$960K 0.17%
+27,868
4 5
6
7 8