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
301
$217K 0.01%
+800
302
$217K 0.01%
13,500
303
$216K 0.01%
3,622
304
$213K 0.01%
5,000
305
$212K 0.01%
1,490
-445
306
$212K 0.01%
1,466
307
$211K 0.01%
537
308
$210K 0.01%
5,750
309
$208K 0.01%
869
-272
310
$206K 0.01%
+1,380
311
$202K 0.01%
6,000
312
$201K 0.01%
450
313
$64K ﹤0.01%
33,500
314
$54K ﹤0.01%
12,287
315
– –
-965
316
– –
-50,250
317
– –
-34,042
318
– –
-3,000
319
– –
-2,459
320
– –
-1,324
321
– –
-2,500
9 10 11 12
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