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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$339K 0.03%
77,545
-303,224
252
$339K 0.03%
1,250
-625
253
$338K 0.03%
3,910
+500
254
$333K 0.03%
14,665
+2,000
255
$326K 0.03%
12,490
256
$322K 0.03%
1,400
257
$313K 0.03%
3,952
258
$305K 0.03%
10,025
259
$301K 0.03%
3,000
-1,000
260
$297K 0.03%
4,713
-400
261
$272K 0.03%
14,263
262
$270K 0.03%
9,230
-1,100
263
$267K 0.03%
4,000
264
$265K 0.03%
+10,325
265
$264K 0.03%
3,391
-200
266
$262K 0.03%
5,324
-692
267
$260K 0.03%
+3,160
268
$259K 0.03%
9,847
269
$237K 0.02%
4,020
-600
270
$236K 0.02%
3,093
271
$236K 0.02%
2,350
272
$235K 0.02%
2,000
273
$232K 0.02%
12,250
-57,285
274
$231K 0.02%
5,000
275
$230K 0.02%
4,350
-3,000
8 9 10
11
12