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
$1.39B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$355K 0.03%
8,150
-250
252
$353K 0.03%
6,600
253
$346K 0.03%
3,508
254
$345K 0.02%
7,690
-625
255
$338K 0.02%
1,400
256
$330K 0.02%
12,600
-1,100
257
$328K 0.02%
4,276
+50
258
$323K 0.02%
1,843
259
$320K 0.02%
3,952
260
$305K 0.02%
14,600
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261
$302K 0.02%
+5,759
262
$301K 0.02%
5,370
263
$297K 0.02%
3,400
264
$270K 0.02%
10,170
-1,100
265
$269K 0.02%
1,056
266
$269K 0.02%
9,000
267
$265K 0.02%
16,500
268
$261K 0.02%
2,435
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269
$256K 0.02%
3,163
270
$254K 0.02%
2,169
271
$243K 0.02%
+4,100
272
$242K 0.02%
1,680
-50
273
$235K 0.02%
7,340
274
$226K 0.02%
1,650
275
$224K 0.02%
5,597
8 9 10
11
12