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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$544K 0.05%
10,211
227
$543K 0.05%
11,800
-50
228
$542K 0.05%
12,800
+1,000
229
$528K 0.05%
5,000
230
$515K 0.05%
3,000
231
$510K 0.05%
4,225
-20
232
$504K 0.05%
4,351
+500
233
$486K 0.05%
7,255
+165
234
$465K 0.05%
5,503
235
$461K 0.04%
8,148
+83
236
$460K 0.04%
10,230
+1,650
237
$460K 0.04%
6,896
-460
238
$447K 0.04%
9,600
-500
239
$434K 0.04%
7,560
240
$433K 0.04%
9,139
+200
241
$429K 0.04%
5,915
-170
242
$427K 0.04%
7,500
-1,200
243
$414K 0.04%
6,000
244
$404K 0.04%
6,350
245
$395K 0.04%
7,440
246
$380K 0.04%
16,255
+925
247
$376K 0.04%
6,071
+309
248
$373K 0.04%
6,160
+850
249
$363K 0.04%
+850
250
$343K 0.03%
19,600
8 9
10
11 12