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
$1.39B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$464K 0.03%
4,838
-100
227
$463K 0.03%
4,275
-275
228
$459K 0.03%
1,881
+43
229
$456K 0.03%
1,827
+290
230
$454K 0.03%
7,890
+300
231
$433K 0.03%
1,905
232
$430K 0.03%
6,910
+150
233
$418K 0.03%
17,178
-2,000
234
$405K 0.03%
3,970
235
$401K 0.03%
9,900
-163
236
$386K 0.03%
26,153
237
$386K 0.03%
3,435
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238
$382K 0.03%
15,500
239
$380K 0.03%
4,312
-1,085
240
$380K 0.03%
10,279
241
$367K 0.03%
8,500
+150
242
$367K 0.03%
6,600
243
$362K 0.03%
3,925
-16
244
$357K 0.03%
3,400
245
$346K 0.02%
15,700
+1,100
246
$343K 0.02%
3,508
247
$335K 0.02%
1,400
248
$335K 0.02%
7,575
+740
249
$329K 0.02%
4,919
-75
250
$318K 0.02%
3,952
8 9
10
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