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
126
$2.82M 0.21%
21,103
+1,106
127
$2.82M 0.21%
36,345
-150
128
$2.8M 0.21%
11,825
+320
129
$2.79M 0.21%
57,230
-30,157
130
$2.75M 0.21%
32,690
-19,510
131
$2.62M 0.2%
58,677
-140
132
$2.58M 0.19%
87,580
+2,814
133
$2.55M 0.19%
99,654
+360
134
$2.55M 0.19%
73,172
+2,760
135
$2.48M 0.19%
75,971
+6,755
136
$2.46M 0.18%
91,175
-23,030
137
$2.44M 0.18%
195,148
+69,344
138
$2.43M 0.18%
19,151
+11
139
$2.42M 0.18%
64,365
+1,060
140
$2.4M 0.18%
298,205
+45,900
141
$2.39M 0.18%
100,964
+1,364
142
$2.37M 0.18%
9,210
+5,780
143
$2.31M 0.17%
67,811
+2,108
144
$2.25M 0.17%
161,360
+1,585
145
$2.25M 0.17%
49,065
+1,865
146
$2.21M 0.17%
35,110
-915
147
$2.2M 0.17%
99,300
-2,550
148
$2.19M 0.16%
36,460
-25,396
149
$2.18M 0.16%
61,103
-54,694
150
$2.16M 0.16%
160,072
+7,137
4 5
6
7 8