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
126
$3.22M 0.21%
22,689
-5,050
127
$3.21M 0.2%
174,579
+14,507
128
$3.18M 0.2%
59,816
-7,995
129
$3.11M 0.2%
58,624
+2,097
130
$3.1M 0.2%
21,443
+340
131
$3.06M 0.19%
57,874
-803
132
$3.03M 0.19%
28,240
-55
133
$3M 0.19%
56,326
-904
134
$2.99M 0.19%
89,620
+2,040
135
$2.88M 0.18%
63,353
-27,602
136
$2.87M 0.18%
94,456
-5,198
137
$2.86M 0.18%
176,070
+22,115
138
$2.78M 0.18%
195,096
-52
139
$2.75M 0.17%
+50,066
140
$2.71M 0.17%
34,486
+1,796
141
$2.69M 0.17%
52,052
+2,987
142
$2.69M 0.17%
88,462
+12,491
143
$2.69M 0.17%
101,845
+881
144
$2.69M 0.17%
35,482
+372
145
$2.65M 0.17%
104,650
+2,684
146
$2.65M 0.17%
174,421
+13,061
147
$2.62M 0.17%
66,043
+1,678
148
$2.55M 0.16%
99,100
-200
149
$2.55M 0.16%
18,979
-172
150
$2.44M 0.16%
71,810
-1,405
4 5
6
7 8