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
$1.15B
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.63M
3
+$4.3M
4
LKQ icon
LKQ Corp
LKQ
+$3.56M
5
APH icon
Amphenol
APH
+$3.36M

Top Sells

1
+$7.17M
2
+$3.37M
3
+$3.05M
4
HSY icon
Hershey
HSY
+$2.52M
5
GE icon
GE Aerospace
GE
+$2.52M

Sector Composition

1 Healthcare 20.88%
2 Technology 12.47%
3 Industrials 12.13%
4 Consumer Staples 12.03%
5 Consumer Discretionary 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$261K 0.02%
3,350
252
$258K 0.02%
+26,153
253
$249K 0.02%
3,400
254
$247K 0.02%
3,313
255
$242K 0.02%
7,150
+350
256
$240K 0.02%
3,299
257
$238K 0.02%
3,000
258
$236K 0.02%
5,597
-200
259
$232K 0.02%
4,600
-1,200
260
$227K 0.02%
1,810
-830
261
$219K 0.02%
2,750
262
$214K 0.02%
+1,079
263
$212K 0.02%
3,711
264
$208K 0.02%
3,700
265
$207K 0.02%
+1,905
266
$203K 0.02%
+5,300
267
$201K 0.02%
+3,238
268
$190K 0.02%
3,000
269
$190K 0.02%
21,000
270
$146K 0.01%
10,000
271
– –
-36,149
272
– –
-68,925
273
– –
-5,684
274
– –
-34,098
275
– –
-36,898
8 9 10
11
12