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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$298K 0.02%
6,925
-990
252
$296K 0.02%
5,365
+420
253
$294K 0.02%
3,560
-500
254
$280K 0.02%
6,094
-71
255
$275K 0.02%
4,600
256
$273K 0.02%
1,262
+93
257
$272K 0.02%
1,185
-35
258
$269K 0.02%
7,900
+700
259
$264K 0.02%
9,000
260
$258K 0.02%
5,597
261
$248K 0.02%
11,945
+1,284
262
$239K 0.02%
+1,837
263
$236K 0.02%
3,400
264
$230K 0.02%
4,500
265
$214K 0.02%
+5,454
266
$213K 0.02%
1,771
267
$211K 0.02%
645
-60
268
$211K 0.02%
3,089
-133
269
$210K 0.02%
+1,874
270
$208K 0.02%
+3,900
271
$208K 0.02%
2,800
-1,155
272
$207K 0.02%
+4,110
273
$202K 0.02%
+4,100
274
$191K 0.02%
3,000
275
– –
-3,835
8 9 10
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