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
$1.57B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.99M
3
+$5.94M
4
MPWR icon
Monolithic Power Systems
MPWR
+$5.09M
5
UNH icon
UnitedHealth
UNH
+$5.07M

Top Sells

1
+$7.84M
2
+$7.84M
3
+$6.2M
4
WST icon
West Pharmaceutical
WST
+$5.32M
5
PYPL icon
PayPal
PYPL
+$4.48M

Sector Composition

1 Technology 25.17%
2 Healthcare 20.64%
3 Consumer Staples 10.59%
4 Financials 9.11%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.4M 3.33%
574,664
-11,912
2
$44.7M 2.85%
219,818
-2,852
3
$33.2M 2.11%
250,876
-5,360
4
$26.4M 1.68%
187,705
-1,117
5
$25.4M 1.62%
184,320
-7,960
6
$25.1M 1.59%
274,207
-2,500
7
$23.1M 1.47%
2,429,600
-65,920
8
$21.9M 1.39%
308,860
+80
9
$20.3M 1.29%
89,407
-1,890
10
$19.6M 1.25%
169,705
+915
11
$18.5M 1.18%
81,425
-23,420
12
$18.4M 1.17%
98,121
-859
13
$18.4M 1.17%
77,520
+21,460
14
$18M 1.15%
62,093
-14,491
15
$18M 1.15%
93,302
-705
16
$17.9M 1.14%
130,534
-865
17
$17.8M 1.13%
71,221
-286
18
$17.6M 1.12%
82,023
-907
19
$17.5M 1.11%
563,975
+3,115
20
$17.3M 1.1%
433,602
-9,105
21
$17.1M 1.09%
739,187
+30,811
22
$16.4M 1.04%
55,461
+17,177
23
$16.3M 1.04%
272,585
-12,050
24
$16M 1.02%
94,483
-370
25
$15.8M 1.01%
29,116
+878
1
2 3 4 5