ACM
Azimuth Capital Management Portfolio holdings
AUM
$2.34B
1-Year Return
16.67%
This Quarter Return
-3.63%
1 Year Return
+16.67%
3 Year Return
+80.29%
5 Year Return
+136.71%
10 Year Return
–
AUM
$2.34B
AUM Growth
-$145M
(-5.9%)
Cap. Flow
+$7.28M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
16.64%
Holding
331
New
11
Increased
120
Reduced
140
Closed
13
Top Buys
| 1 |
Bank of New York Mellon
BK
|
$19M |
| 2 |
Enphase Energy
ENPH
|
$13.3M |
| 3 |
Visa
V
|
$11.1M |
| 4 |
Idexx Laboratories
IDXX
|
$9.45M |
| 5 |
CDW
CDW
|
$8.23M |
Top Sells
| 1 |
SBNY
Signature Bank
SBNY
|
$10M |
| 2 |
West Pharmaceutical
WST
|
$9.08M |
| 3 |
Amazon
AMZN
|
$8.92M |
| 4 |
Intuitive Surgical
ISRG
|
$7.22M |
| 5 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$6.91M |
Sector Composition
| 1 | Technology | 25.04% |
| 2 | Healthcare | 17.77% |
| 3 | Financials | 11.22% |
| 4 | Industrials | 8.78% |
| 5 | Consumer Staples | 7.26% |
