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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$431K 0.04%
7,175
+25
227
$430K 0.04%
4,200
228
$381K 0.04%
19,205
+8,165
229
$381K 0.04%
3,910
230
$372K 0.04%
5,753
+250
231
$360K 0.04%
7,160
-400
232
$357K 0.03%
4,752
+200
233
$353K 0.03%
16,667
+267
234
$342K 0.03%
4,743
+310
235
$335K 0.03%
1,400
236
$329K 0.03%
4,200
+100
237
$311K 0.03%
8,500
+1,000
238
$310K 0.03%
8,439
-700
239
$309K 0.03%
6,560
-1,225
240
$305K 0.03%
5,800
-2,500
241
$293K 0.03%
6,350
242
$290K 0.03%
9,747
243
$278K 0.03%
10,870
-3,500
244
$275K 0.03%
10,400
-2,040
245
$262K 0.03%
14,043
-220
246
$261K 0.03%
4,713
247
$256K 0.03%
2,520
-30
248
$255K 0.02%
3,391
249
$252K 0.02%
+2,530
250
$240K 0.02%
3,093
8 9
10
11 12