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
126
$3.68M 0.24%
35,638
+8,255
127
$3.53M 0.23%
90,885
+2,055
128
$3.51M 0.23%
91,150
-445
129
$3.45M 0.23%
52,437
-31,756
130
$3.43M 0.23%
19,662
-210
131
$3.38M 0.22%
63,997
+5,245
132
$3.35M 0.22%
61,170
-600
133
$3.32M 0.22%
64,756
-1,700
134
$3.31M 0.22%
28,069
+1,065
135
$3.28M 0.22%
157,800
+1,710
136
$3.24M 0.22%
155,125
+78,265
137
$3.2M 0.21%
14,148
-500
138
$3.19M 0.21%
96,538
+5,344
139
$3.12M 0.21%
27,000
+135
140
$3.08M 0.2%
75,178
+711
141
$3.03M 0.2%
14,581
+470
142
$2.99M 0.2%
36,375
-26,285
143
$2.95M 0.2%
61,770
+1,850
144
$2.89M 0.19%
146,805
+3,810
145
$2.85M 0.19%
112,334
-87
146
$2.76M 0.18%
40,895
-100
147
$2.72M 0.18%
10,100
+7,535
148
$2.63M 0.17%
106,800
149
$2.63M 0.17%
64,006
-552
150
$2.6M 0.17%
35,831
4 5
6
7 8