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
$1.31B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.4M
3
+$8.85M
4
EEFT icon
Euronet Worldwide
EEFT
+$6.78M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.38M

Top Sells

1
+$6.73M
2
+$6.65M
3
+$5.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.43M
5
BAX icon
Baxter International
BAX
+$4.66M

Sector Composition

1 Healthcare 20.49%
2 Technology 18.24%
3 Consumer Staples 10.3%
4 Industrials 9.93%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$947K 0.07%
9,867
-2,290
202
$940K 0.07%
16,524
-950
203
$938K 0.07%
9,277
-585
204
$915K 0.07%
6,301
-1,380
205
$898K 0.07%
14,580
-675
206
$890K 0.07%
17,180
-1,580
207
$872K 0.07%
19,316
-50
208
$851K 0.07%
22,592
+12
209
$831K 0.06%
10,870
-1,450
210
$806K 0.06%
4,275
-360
211
$754K 0.06%
12,265
-200
212
$747K 0.06%
24,050
-1,892
213
$679K 0.05%
13,753
-131
214
$676K 0.05%
7,236
215
$629K 0.05%
9,155
216
$616K 0.05%
9,223
+125
217
$603K 0.05%
2,696
-219
218
$598K 0.05%
2,600
+778
219
$594K 0.05%
12,398
220
$593K 0.05%
9,518
-617
221
$552K 0.04%
3,749
-166
222
$548K 0.04%
7,447
-99
223
$498K 0.04%
4,325
-2,571
224
$482K 0.04%
10,350
-200
225
$443K 0.03%
5,274
-1,942
7 8
9
10 11