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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$318K 0.02%
6,300
-600
252
$317K 0.02%
3,400
253
$315K 0.02%
3,279
-410
254
$308K 0.02%
6,835
-1,144
255
$307K 0.02%
12,100
-500
256
$307K 0.02%
10,500
-13,500
257
$299K 0.02%
+1
258
$298K 0.02%
3,952
259
$291K 0.02%
1,156
+100
260
$272K 0.02%
16,500
261
$269K 0.02%
4,903
-467
262
$269K 0.02%
14,600
263
$264K 0.02%
1,829
-1,214
264
$259K 0.02%
10,570
+400
265
$247K 0.02%
1,630
-50
266
$234K 0.02%
1,725
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267
$233K 0.02%
4,100
268
$231K 0.02%
3,163
269
$230K 0.02%
+4,610
270
$225K 0.02%
3,700
271
$213K 0.02%
+1,695
272
$213K 0.02%
3,700
273
$208K 0.02%
+36,000
274
$204K 0.02%
+2,800
275
$201K 0.01%
4,120
-50,596
8 9 10
11
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