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
151
$2.12M 0.16%
101,966
+8,321
152
$2.08M 0.16%
48,985
-805
153
$2.04M 0.15%
59,700
-670
154
$1.93M 0.14%
31,855
+1,860
155
$1.91M 0.14%
11,020
-2,380
156
$1.9M 0.14%
19,030
-1,250
157
$1.9M 0.14%
153,955
+3,540
158
$1.88M 0.14%
34,800
-1,445
159
$1.88M 0.14%
+37,125
160
$1.85M 0.14%
25,045
+1,655
161
$1.84M 0.14%
102,480
+8,695
162
$1.77M 0.13%
38,628
-265
163
$1.74M 0.13%
20,280
+1,070
164
$1.7M 0.13%
71,410
+5,145
165
$1.64M 0.12%
+14,825
166
$1.63M 0.12%
16,365
-100
167
$1.57M 0.12%
118,273
+5,461
168
$1.56M 0.12%
54,330
+19,000
169
$1.54M 0.12%
63,178
+2,565
170
$1.51M 0.11%
13,046
-184
171
$1.51M 0.11%
13,215
-382
172
$1.48M 0.11%
35,195
+900
173
$1.46M 0.11%
11,000
-150
174
$1.44M 0.11%
+26,150
175
$1.39M 0.1%
45,033
-2,006
5 6
7
8 9