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
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$14.3M
3
+$13.6M
4
WMT icon
Walmart
WMT
+$13.2M
5
VZ icon
Verizon
VZ
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.42%
2 Consumer Staples 12.96%
3 Technology 12.28%
4 Industrials 11.54%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$532K 0.09%
+12,055
177
$524K 0.09%
+6,300
178
$508K 0.09%
+15,900
179
$505K 0.09%
+5,830
180
$503K 0.09%
+14,725
181
$490K 0.09%
+8,597
182
$483K 0.09%
+12,547
183
$476K 0.08%
+11,050
184
$464K 0.08%
+32,749
185
$457K 0.08%
+7,201
186
$438K 0.08%
+15,800
187
$433K 0.08%
+19,530
188
$416K 0.07%
+8,582
189
$410K 0.07%
+5,047
190
$359K 0.06%
+5,035
191
$351K 0.06%
+6,079
192
$348K 0.06%
+7,586
193
$348K 0.06%
+7,315
194
$329K 0.06%
+7,190
195
$322K 0.06%
+7,845
196
$321K 0.06%
+9,465
197
$307K 0.05%
+8,640
198
$302K 0.05%
+3,062
199
$302K 0.05%
+5,440
200
$301K 0.05%
+15,043
5 6 7
8
9