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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.02%
5,000
252
$223K 0.02%
4,400
-300
253
$217K 0.02%
3,940
-80
254
$216K 0.02%
3,500
255
$210K 0.02%
+3,350
256
$209K 0.02%
3,100
-450
257
$207K 0.02%
7,425
-75
258
$202K 0.02%
4,320
+245
259
$181K 0.02%
+3,000
260
$159K 0.02%
10,000
261
$140K 0.01%
15,500
+2,500
262
$132K 0.01%
10,490
-2,000
263
$11K ﹤0.01%
1,000
264
$2K ﹤0.01%
12,000
265
– –
-42,750
266
– –
-50,200
267
– –
-9,412
268
– –
-58,076
269
– –
-1,620
270
– –
-5,600
271
– –
-1,000
272
– –
-170
273
– –
-9,406
274
– –
-60,904
275
– –
-12,017
8 9 10
11
12