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
Industrial Select Sector SPDR Fund
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
1
$25.8M 1.97%
199,737
-1,695
2
$25.3M 1.94%
78,538
+2,286
3
$24.9M 1.91%
225,498
-1,800
4
$24.3M 1.86%
587,912
-9,936
5
$23.5M 1.8%
231,353
+9,766
6
$23M 1.76%
531,283
+68,876
7
$21.3M 1.63%
539,852
+32,244
8
$19.9M 1.52%
835,015
+266,035
9
$18M 1.38%
184,875
-1,356
10
$17M 1.3%
232,612
-5,609
11
$16.8M 1.29%
232,309
-92,004
12
$16.5M 1.26%
152,187
-12,682
13
$16.2M 1.24%
523,071
-12,045
14
$15.8M 1.21%
231,150
-15,849
15
$15.6M 1.2%
62,780
+875
16
$14.9M 1.14%
264,819
-5,550
17
$14.9M 1.14%
136,747
+14,379
18
$14.7M 1.12%
111,163
+975
19
$14.6M 1.12%
311,562
-661
20
$14.6M 1.11%
278,800
+6,260
21
$14.2M 1.09%
135,588
+4,530
22
$13.8M 1.06%
543,700
+175,610
23
$13.7M 1.05%
233,503
+150,554
24
$13.7M 1.04%
79,495
-233
25
$13.4M 1.03%
122,639
-925
1
2 3 4 5