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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$902K 0.04%
12,208
-117
227
$877K 0.04%
12,017
+100
228
$839K 0.04%
54,279
229
$820K 0.04%
1,903
230
$795K 0.03%
14,635
+4,390
231
$788K 0.03%
4,028
232
$717K 0.03%
8,321
233
$708K 0.03%
6,153
234
$687K 0.03%
7,250
235
$670K 0.03%
3,235
-100
236
$648K 0.03%
5,342
-850
237
$607K 0.03%
4,963
238
$606K 0.03%
2,989
239
$591K 0.03%
2,693
240
$588K 0.03%
3,511
-10
241
$573K 0.02%
16,622
-2,594
242
$566K 0.02%
2,845
-10
243
$565K 0.02%
3,796
244
$553K 0.02%
4,840
-100
245
$547K 0.02%
13,719
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246
$529K 0.02%
8,900
-1,025
247
$526K 0.02%
4,193
248
$509K 0.02%
11,500
+1,350
249
$498K 0.02%
1,318
250
$494K 0.02%
9,545
8 9
10
11 12