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
$1.49B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$4.23M
4
BA icon
Boeing
BA
+$4.04M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$3.42M

Top Sells

1
+$8.15M
2
+$4.28M
3
+$3.98M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$3.92M
5
ILMN icon
Illumina
ILMN
+$3.26M

Sector Composition

1 Healthcare 20.34%
2 Technology 17.47%
3 Industrials 11.6%
4 Financials 10.78%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$499K 0.03%
9,305
+1,415
227
$487K 0.03%
1,822
-5
228
$470K 0.03%
53,400
-2,800
229
$459K 0.03%
1,905
230
$459K 0.03%
6,785
-125
231
$450K 0.03%
4,863
+25
232
$430K 0.03%
3,970
233
$425K 0.03%
4,574
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234
$418K 0.03%
3,975
+50
235
$410K 0.03%
27,457
+1,304
236
$409K 0.03%
3,628
+193
237
$401K 0.03%
9,900
238
$389K 0.03%
3,400
239
$382K 0.03%
16,500
240
$378K 0.03%
4,919
241
$375K 0.03%
17,301
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242
$369K 0.02%
8,450
-50
243
$369K 0.02%
15,500
244
$352K 0.02%
6,600
245
$350K 0.02%
3,508
246
$345K 0.02%
1,400
247
$343K 0.02%
10,279
248
$340K 0.02%
7,390
249
$327K 0.02%
2,325
250
$325K 0.02%
11,300
-70
8 9
10
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