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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$470K 0.02%
13,875
+100
252
$469K 0.02%
4,538
253
$468K 0.02%
10,278
+100
254
$439K 0.02%
32,366
+13,891
255
$437K 0.02%
1,618
256
$437K 0.02%
4,345
+375
257
$435K 0.02%
7,266
258
$427K 0.02%
3,560
+200
259
$410K 0.02%
3,574
260
$409K 0.02%
2,000
261
$403K 0.02%
10,925
+400
262
$388K 0.02%
5,350
-200
263
$384K 0.02%
1,200
264
$382K 0.02%
4,637
265
$380K 0.02%
3,200
-25
266
$368K 0.02%
18,302
267
$364K 0.02%
7,155
268
$364K 0.02%
1,741
269
$352K 0.02%
5,858
270
$339K 0.01%
5,516
271
$335K 0.01%
1,300
-100
272
$334K 0.01%
1,903
273
$323K 0.01%
4,432
-150
274
$316K 0.01%
3,850
275
$310K 0.01%
723
-2
9 10
11
12 13