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
1
$37.3M 2.8%
586,576
-36,580
2
$35.1M 2.64%
222,670
-1,682
3
$30.8M 2.31%
256,236
+34,690
4
$24.8M 1.86%
188,822
-336
5
$21.8M 1.64%
276,707
-2,388
6
$18.7M 1.41%
192,280
+44,220
7
$18.2M 1.37%
76,584
-558
8
$17.9M 1.35%
308,780
+12,920
9
$17.9M 1.34%
168,790
+2,617
10
$17.4M 1.3%
560,860
+5,183
11
$16.8M 1.26%
442,707
-25,041
12
$16.4M 1.24%
2,495,520
+320,600
13
$16M 1.2%
104,845
+339
14
$15.7M 1.18%
94,152
+1,401
15
$15.5M 1.16%
131,399
-1,892
16
$15.4M 1.16%
284,635
-17,650
17
$15.2M 1.14%
91,297
+10,081
18
$15.1M 1.14%
94,007
+2,784
19
$14.9M 1.12%
203,421
-4,483
20
$14.8M 1.11%
163,957
-2,970
21
$14.7M 1.11%
708,376
+60,958
22
$14.3M 1.07%
98,980
+31,448
23
$13.7M 1.03%
94,853
+181
24
$13.5M 1.02%
82,930
+621
25
$13.4M 1%
71,507
-1,869
1
2 3 4 5