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
276
$301K 0.01%
4,875
-200
277
$296K 0.01%
750
+51
278
$294K 0.01%
9,189
279
$293K 0.01%
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280
$292K 0.01%
5,000
-375
281
$290K 0.01%
3,785
282
$289K 0.01%
3,565
-61,840
283
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6,732
284
$282K 0.01%
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285
$272K 0.01%
1,659
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286
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5,090
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287
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288
$258K 0.01%
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289
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290
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291
$246K 0.01%
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292
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293
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294
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295
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296
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297
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298
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299
$219K 0.01%
4,000
300
$218K 0.01%
5,739
9 10 11
12
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