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
276
$201K 0.01%
+1,860
277
$152K 0.01%
3,000
278
– –
-187,894
279
– –
-84,420
280
– –
-3,700
281
– –
-5,717
282
– –
-20,375
8 9 10 11
12