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
$1.15B
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$6.63M
3 +$4.3M
4
LKQ icon
LKQ Corp
LKQ
+$3.56M
5
APH icon
Amphenol
APH
+$3.36M

Top Sells

1 +$7.17M
2 +$3.37M
3 +$3.05M
4
HSY icon
Hershey
HSY
+$2.52M
5
GE icon
GE Aerospace
GE
+$2.52M

Sector Composition

1 Healthcare 20.88%
2 Technology 12.47%
3 Industrials 12.13%
4 Consumer Staples 12.03%
5 Consumer Discretionary 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$455K 0.04%
5,717
227
$440K 0.04%
2,888
228
$437K 0.04%
2,750
229
$425K 0.04%
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230
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231
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232
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233
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234
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235
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239
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241
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242
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248
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249
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+4,865
250
$269K 0.02%
4,115
-4,694