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
201
$296K 0.05%
+4,678
202
$293K 0.05%
+4,972
203
$274K 0.05%
+3,000
204
$274K 0.05%
+5,929
205
$273K 0.05%
+11,000
206
$266K 0.05%
+3,985
207
$262K 0.05%
+3,575
208
$260K 0.05%
+7,435
209
$256K 0.05%
+23,200
210
$253K 0.04%
+4,191
211
$250K 0.04%
+3,198
212
$237K 0.04%
+5,275
213
$233K 0.04%
+26,700
214
$225K 0.04%
+6,495
215
$222K 0.04%
+1,400
216
$213K 0.04%
+1,929
217
$206K 0.04%
+5,910
218
$203K 0.04%
+7,000
219
$200K 0.04%
+11,700
220
$106K 0.02%
+13,500
221
$73K 0.01%
+24,000
222
$33K 0.01%
+18,720
5 6 7 8
9