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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$253K 0.02%
+3,299
252
$252K 0.02%
3,000
253
$250K 0.02%
3,350
254
$249K 0.02%
5,797
-2,642
255
$240K 0.02%
6,800
+100
256
$240K 0.02%
19,000
-3,749
257
$237K 0.02%
5,000
258
$234K 0.02%
+3,400
259
$221K 0.02%
6,050
260
$221K 0.02%
+3,313
261
$215K 0.02%
5,684
-684
262
$215K 0.02%
2,750
-900
263
$206K 0.02%
21,000
+4,000
264
$201K 0.02%
3,711
+309
265
$201K 0.02%
+4,200
266
$200K 0.02%
+3,700
267
$191K 0.02%
3,000
268
$153K 0.01%
10,000
269
$5K ﹤0.01%
12,000
270
– –
-4,200
271
– –
-7,412
272
– –
-173,289
273
– –
-21,002
274
– –
-18,228
275
– –
-43,455
8 9 10
11
12