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
$911M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$5.02M
3 +$4.98M
4
ABT icon
Abbott
ABT
+$4.79M
5
HD icon
Home Depot
HD
+$4.54M

Top Sells

1 +$4.37M
2 +$4.16M
3 +$4.1M
4
ETN icon
Eaton
ETN
+$4.05M
5
BAX icon
Baxter International
BAX
+$4.03M

Sector Composition

1 Healthcare 20.27%
2 Technology 14.25%
3 Industrials 11.41%
4 Consumer Staples 10.64%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$261K 0.03%
9,000
252
$260K 0.03%
+7,185
253
$259K 0.03%
5,800
254
$253K 0.03%
5,113
255
$252K 0.03%
3,410
-90
256
$250K 0.03%
1,400
257
$249K 0.03%
4,645
258
$247K 0.03%
14,043
259
$245K 0.03%
4,244
260
$241K 0.03%
+4,620
261
$241K 0.03%
2,500
262
$239K 0.03%
12,375
263
$234K 0.03%
9,813
-2,851
264
$232K 0.03%
9,847
265
$232K 0.03%
+4,900
266
$230K 0.03%
4,000
267
$227K 0.02%
3,900
-200
268
$222K 0.02%
+1,680
269
$218K 0.02%
+5,889
270
$212K 0.02%
+7,215
271
$202K 0.02%
+2,550
272
$201K 0.02%
3,350
-100
273
$200K 0.02%
14,500
+1,500
274
$169K 0.02%
11,800
275
$151K 0.02%
35,000