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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$315K 0.02%
11,370
+800
252
$315K 0.02%
7,390
253
$313K 0.02%
2,325
-2,500
254
$307K 0.02%
10,500
255
$302K 0.02%
6,041
-259
256
$301K 0.02%
16,500
257
$285K 0.02%
4,700
+1,000
258
$284K 0.02%
1,793
-36
259
$282K 0.02%
1
260
$276K 0.02%
12,100
261
$266K 0.02%
1,206
+50
262
$261K 0.02%
5,263
+360
263
$251K 0.02%
3,070
-1,206
264
$246K 0.02%
+1,328
265
$242K 0.02%
1,725
266
$240K 0.02%
10,000
-5,125
267
$233K 0.02%
4,610
268
$233K 0.02%
3,030
+230
269
$224K 0.02%
4,100
270
$221K 0.02%
37,280
+1,280
271
$220K 0.02%
1,630
272
$218K 0.02%
3,163
273
$213K 0.02%
+7,740
274
$208K 0.02%
4,120
275
$201K 0.01%
1,695
8 9 10
11
12