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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.28M 0.9%
143,907
-850
27
$9.04M 0.88%
289,205
+2,980
28
$8.88M 0.86%
177,092
+1,430
29
$8.76M 0.85%
62,535
+18,404
30
$8.75M 0.85%
309,996
+2,260
31
$8.58M 0.83%
675,800
-216,850
32
$8.56M 0.83%
91,845
+50
33
$8.37M 0.81%
138,224
+9,464
34
$8.31M 0.81%
337,105
+12,906
35
$8.23M 0.8%
71,354
+2,634
36
$8.03M 0.78%
19,012
+3,935
37
$7.95M 0.77%
26,710
+550
38
$7.91M 0.77%
85,696
+582
39
$7.72M 0.75%
111,329
+1,150
40
$7.61M 0.74%
88,855
+900
41
$7.3M 0.71%
138,570
+7,070
42
$7.16M 0.69%
82,155
+537
43
$7.15M 0.69%
68,088
+7,799
44
$7.08M 0.69%
72,685
+3,996
45
$6.83M 0.66%
45,055
+2,285
46
$6.71M 0.65%
122,377
+6,102
47
$6.68M 0.65%
62,329
+3,524
48
$6.3M 0.61%
34,880
+1,814
49
$6.22M 0.6%
95,160
+6,956
50
$6.18M 0.6%
91,002
+2,517
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