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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$538K 0.04%
4,293
+33
227
$536K 0.04%
6,163
-196
228
$534K 0.04%
9,051
-32
229
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230
$470K 0.04%
7,185
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231
$458K 0.04%
5,785
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232
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5,390
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233
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234
$412K 0.03%
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235
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16,335
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236
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237
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238
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239
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240
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241
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242
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243
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245
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246
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247
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+6,715
248
$311K 0.03%
11,270
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249
$310K 0.03%
3,952
250
$299K 0.02%
3,000
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10
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