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%
4,180
+390
230
$399K 0.03%
4,952
231
$362K 0.03%
3,000
-1,400
232
$350K 0.03%
2,005
-85
233
$346K 0.03%
14,945
234
$346K 0.03%
11,347
-300
235
$340K 0.03%
7,235
236
$339K 0.03%
12,277
+1,307
237
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+15,230
238
$327K 0.03%
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239
$319K 0.03%
10,300
240
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6,000
241
$312K 0.03%
1,400
242
$310K 0.03%
4,813
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243
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244
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245
$287K 0.03%
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246
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247
$281K 0.02%
10,450
-800
248
$276K 0.02%
19,000
249
$273K 0.02%
+4,865
250
$269K 0.02%
4,115
-4,694
8 9
10
11 12