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
151
$2.56M 0.17%
65,398
-165
152
$2.55M 0.17%
59,645
-44,350
153
$2.54M 0.17%
26,260
+710
154
$2.5M 0.17%
16,733
-575
155
$2.49M 0.17%
58,507
+1,108
156
$2.4M 0.16%
58,162
-135
157
$2.37M 0.16%
20,630
-158
158
$2.3M 0.15%
73,380
-1,900
159
$2.27M 0.15%
18,425
+155
160
$2.24M 0.15%
35,583
-100
161
$2.2M 0.15%
121,274
+393
162
$2.12M 0.14%
13,653
+278
163
$2.09M 0.14%
37,780
-5,520
164
$2M 0.13%
13,065
-1,035
165
$1.9M 0.13%
23,190
-1,430
166
$1.79M 0.12%
13,130
-231
167
$1.77M 0.12%
36,125
+415
168
$1.75M 0.12%
39,068
+2,185
169
$1.75M 0.12%
51,287
-630
170
$1.72M 0.11%
18,285
-975
171
$1.6M 0.11%
11,950
-100
172
$1.56M 0.1%
29,587
173
$1.49M 0.1%
145,245
-20,136
174
$1.44M 0.1%
7,808
+75
175
$1.4M 0.09%
9,287
+12
5 6
7
8 9