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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$4.7M
3 +$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1 +$6.09M
2 +$5.19M
3 +$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$525K 0.04%
6,925
227
$521K 0.04%
7,590
+1,880
228
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10,590
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229
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231
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232
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233
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234
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10,063
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235
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236
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7,114
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237
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238
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-8,500
240
$372K 0.03%
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241
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243
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244
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15,500
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246
$337K 0.02%
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247
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3,508
248
$332K 0.02%
3,941
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249
$325K 0.02%
7,390
-300
250
$323K 0.02%
4,276