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
$513K 0.04%
10,590
+175
229
$494K 0.04%
6,760
-225
230
$483K 0.04%
4,550
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231
$480K 0.04%
5,397
-100
232
$457K 0.03%
1,905
233
$450K 0.03%
4,938
234
$433K 0.03%
10,063
+163
235
$422K 0.03%
3,970
236
$414K 0.03%
7,114
-1,249
237
$397K 0.03%
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-5
238
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26,153
-4,491
239
$385K 0.03%
15,125
-8,500
240
$372K 0.03%
1,537
-270
241
$371K 0.03%
4,994
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242
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243
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8,350
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244
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15,500
-8,750
245
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10,279
246
$337K 0.02%
1,400
247
$334K 0.02%
3,508
248
$332K 0.02%
3,941
+28
249
$325K 0.02%
7,390
-300
250
$323K 0.02%
4,276
8 9
10
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