Institutions / Azimuth Capital Management LLC
Azimuth Capital Management LLC
CIK 1352512 · Institution · as of Dec 31, 2021
Portfolio value
$2.48B
Positions
320
As of
Dec 31, 2021
Portfolio trend
Portfolio value
$2.48B+6.5%Positions
320-0.6%Top holdings
Dec 31, 2021View all 320 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $74.89M | 3.0% |
| Microsoft Corp | $69.65M | 2.8% |
| Alphabet Inc Cl A | $37.69M | 1.5% |
| Pepsico Inc | $35.46M | 1.4% |
| Signature Bank NY | $34.77M | 1.4% |
| Amazon Com Inc | $32.71M | 1.3% |
| Pfizer Inc | $32.02M | 1.3% |
| EPAM Systems | $30.14M | 1.2% |
| NVIDIA Corp | $30.04M | 1.2% |
| Palo Alto Networks Inc | $28.70M | 1.2% |
| Johnson & Johnson | $28.28M | 1.1% |
| United Health Group | $28.09M | 1.1% |
| Zscaler Inc | $26.13M | 1.1% |
| Schlumberger LIMITED/NV | $25.89M | 1.0% |
| Chubb Ltd | $25.89M | 1.0% |
| CVS HEALTH Corp | $25.70M | 1.0% |
| Monolithic Power Systems Inc | $25.43M | 1.0% |
| Amphenol Corp /De | $25.41M | 1.0% |
| Union Pacific Corp | $24.81M | 1.0% |
| Exxon Mobil Corp | $24.15M | 1.0% |
| JP Morgan Chase & Co | $23.96M | 1.0% |
| Accenture LTD Cl A | $23.78M | 1.0% |
| Costco Wholesale | $23.59M | 1.0% |
| BlackRock, Inc | $22.45M | 0.9% |
| Meta Platforms | $22.35M | 0.9% |
Activity
Dec 31, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 5 quarters of holdings.