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
$1.33B
AUM Growth
-$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.39M
3
+$7.67M
4
CRM icon
Salesforce
CRM
+$4.53M
5
AMZN icon
Amazon
AMZN
+$4.31M

Top Sells

1
+$11.2M
2
+$4.25M
3
+$4.18M
4
CMCSA icon
Comcast
CMCSA
+$3.72M
5
PYPL icon
PayPal
PYPL
+$3.69M

Sector Composition

1 Technology 22.43%
2 Healthcare 22.24%
3 Consumer Staples 11.66%
4 Financials 8.93%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$821K 0.06%
19,908
-1,248
202
$819K 0.06%
5,789
-209
203
$810K 0.06%
27,875
+23,825
204
$805K 0.06%
166,641
+31,100
205
$790K 0.06%
17,320
206
$719K 0.05%
2,535
-61
207
$717K 0.05%
6,460
-100
208
$655K 0.05%
2,058
+39
209
$655K 0.05%
6,540
+2,485
210
$638K 0.05%
4,094
+39
211
$598K 0.04%
8,200
-100
212
$567K 0.04%
4,265
-60
213
$560K 0.04%
+9,974
214
$534K 0.04%
18,364
-1,132
215
$516K 0.04%
7,667
216
$458K 0.03%
5,875
-1,970
217
$457K 0.03%
15,575
-650
218
$436K 0.03%
11,278
219
$411K 0.03%
2,630
-25
220
$396K 0.03%
7,506
-150
221
$388K 0.03%
4,055
-98
222
$363K 0.03%
6,349
-277
223
$362K 0.03%
4,015
224
$360K 0.03%
4,457
225
$348K 0.03%
21,493
-820
7 8
9
10 11