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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$427K 0.04%
5,385
227
$420K 0.04%
5,717
-36
228
$415K 0.04%
11,647
229
$414K 0.04%
+5,800
230
$408K 0.04%
4,952
231
$407K 0.04%
5,670
+112
232
$406K 0.04%
+2,750
233
$350K 0.03%
6,420
234
$334K 0.03%
4,200
235
$334K 0.03%
2,640
-50
236
$334K 0.03%
3,790
237
$321K 0.03%
10,970
-400
238
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1,400
239
$317K 0.03%
+2,090
240
$299K 0.03%
3,508
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241
$298K 0.03%
6,000
-10,550
242
$292K 0.03%
9,500
243
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14,043
244
$282K 0.03%
+1,533
245
$281K 0.03%
7,235
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246
$280K 0.03%
14,945
-154,285
247
$267K 0.02%
4,713
248
$264K 0.02%
11,250
-2,300
249
$262K 0.02%
+5,800
250
$258K 0.02%
10,300
8 9
10
11 12