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
1
$30.3M 2.01%
226,126
-9,496
2
$28.7M 1.91%
218,986
-3,962
3
$28.2M 1.87%
515,116
-16,513
4
$27.2M 1.8%
195,144
-1,536
5
$27M 1.8%
546,308
-7,320
6
$23.8M 1.58%
580,125
-9,818
7
$23.4M 1.56%
278,839
+47,982
8
$22.1M 1.47%
167,453
-351
9
$21.2M 1.41%
58,273
-21,924
10
$19.9M 1.32%
178,427
-3,935
11
$19.5M 1.3%
94,896
-542
12
$18.6M 1.23%
196,400
-5,240
13
$18.4M 1.22%
240,653
-2,652
14
$17.9M 1.19%
485,490
-24,675
15
$17.3M 1.15%
216,112
-6,627
16
$16.9M 1.12%
121,202
-1,527
17
$16.6M 1.1%
133,631
-9,434
18
$16.6M 1.1%
146,045
-2,877
19
$16.4M 1.09%
594,233
-15,433
20
$16.2M 1.07%
66,238
-1,297
21
$15.5M 1.03%
89,269
-22,387
22
$15.5M 1.03%
74,448
-2,248
23
$15.3M 1.02%
79,366
-7,932
24
$15.3M 1.02%
90,868
-8,977
25
$15.1M 1.01%
81,942
+20,230
1
2 3 4 5