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
201
$878K 0.06%
2,991
-25
202
$867K 0.06%
16,040
-200
203
$864K 0.06%
5,216
-150
204
$822K 0.05%
7,136
-100
205
$811K 0.05%
+27,437
206
$750K 0.05%
9,550
207
$729K 0.05%
8,320
-2,150
208
$721K 0.05%
4,325
209
$711K 0.05%
19,693
210
$618K 0.04%
13,053
-2,000
211
$615K 0.04%
2,087
-41
212
$615K 0.04%
10,082
+4
213
$606K 0.04%
12,265
214
$586K 0.04%
22,495
+13,420
215
$570K 0.04%
4,153
216
$540K 0.04%
9,877
+152
217
$498K 0.03%
4,574
218
$472K 0.03%
7,447
219
$468K 0.03%
17,659
220
$450K 0.03%
9,900
221
$438K 0.03%
2,940
222
$429K 0.03%
5,155
223
$428K 0.03%
8,175
-295
224
$426K 0.03%
2,630
+50
225
$417K 0.03%
3,697
7 8
9
10 11