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
176
$1.38M 0.09%
35,580
177
$1.28M 0.08%
12,550
-50
178
$1.25M 0.08%
8,507
-95
179
$1.25M 0.08%
8,820
-25
180
$1.24M 0.08%
21,251
+550
181
$1.23M 0.08%
15,185
+270
182
$1.22M 0.08%
10,444
183
$1.22M 0.08%
17,175
184
$1.21M 0.08%
38,930
+100
185
$1.2M 0.08%
15,783
-711
186
$1.2M 0.08%
13,583
-461
187
$1.19M 0.08%
15,437
-2,300
188
$1.16M 0.08%
11,815
-500
189
$1.15M 0.08%
26,550
-7,890
190
$1.13M 0.08%
4,275
191
$1.09M 0.07%
2,986
-600
192
$1.08M 0.07%
6,534
193
$1.07M 0.07%
18,816
-500
194
$1.05M 0.07%
9,033
+176
195
$1.05M 0.07%
6,454
-1,148
196
$995K 0.07%
16,275
-450
197
$963K 0.06%
3,286
-30
198
$944K 0.06%
21,060
-4,512
199
$897K 0.06%
4,544
-293
200
$887K 0.06%
8,567
-1,075
6 7
8
9 10