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
151
$2.42M 0.15%
11,045
+25
152
$2.42M 0.15%
19,030
153
$2.42M 0.15%
73,897
+725
154
$2.38M 0.15%
39,368
+740
155
$2.13M 0.14%
47,676
-1,309
156
$2.05M 0.13%
34,160
-2,300
157
$2.03M 0.13%
56,300
-3,400
158
$2.02M 0.13%
26,174
-10,811
159
$2.02M 0.13%
25,170
+125
160
$2M 0.13%
101,311
-1,169
161
$1.97M 0.13%
31,725
-130
162
$1.96M 0.12%
75,043
+3,633
163
$1.95M 0.12%
20,500
+220
164
$1.94M 0.12%
51,641
+6,608
165
$1.93M 0.12%
26,500
+350
166
$1.86M 0.12%
67,615
+975
167
$1.85M 0.12%
12,920
-295
168
$1.85M 0.12%
16,190
-175
169
$1.78M 0.11%
34,395
-405
170
$1.73M 0.11%
35,195
171
$1.67M 0.11%
119,954
+1,681
172
$1.64M 0.1%
12,921
-125
173
$1.57M 0.1%
6,664
-95
174
$1.5M 0.1%
7,880
-150
175
$1.49M 0.09%
11,065
-450
5 6
7
8 9