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
$1.05B
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.29M
3
+$3.13M
4
EMR icon
Emerson Electric
EMR
+$3.05M
5
WST icon
West Pharmaceutical
WST
+$2.85M

Top Sells

1
+$6.37M
2
+$5.85M
3
+$4.82M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$3.97M
5
SRCL
Stericycle Inc
SRCL
+$3.48M

Sector Composition

1 Healthcare 19.8%
2 Technology 12.87%
3 Industrials 12.72%
4 Consumer Staples 11.97%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.9M 0.95%
78,002
-13,010
27
$9.9M 0.95%
86,727
-13,343
28
$9.86M 0.94%
117,039
-155
29
$9.83M 0.94%
70,569
-116
30
$9.76M 0.93%
74,299
-490
31
$9.7M 0.93%
299,832
+6,475
32
$9.6M 0.92%
92,566
+991
33
$9.39M 0.9%
154,535
+41,832
34
$9.38M 0.9%
152,555
+1,100
35
$9.17M 0.88%
240,400
-33,700
36
$9.11M 0.87%
167,580
+56,092
37
$9.05M 0.86%
61,121
-251
38
$8.93M 0.85%
71,080
-325
39
$8.8M 0.84%
40,350
+12,880
40
$8.78M 0.84%
298,632
+42,840
41
$8.3M 0.79%
42,885
+660
42
$8.21M 0.78%
79,992
+3,122
43
$8.18M 0.78%
60,818
-361
44
$8.09M 0.77%
272,620
+10,800
45
$7.83M 0.75%
135,475
46
$7.82M 0.75%
110,624
-55
47
$7.81M 0.75%
186,668
-50,596
48
$7.66M 0.73%
85,418
-269
49
$7.65M 0.73%
128,190
-2,570
50
$7.33M 0.7%
147,330
-2,170
1
2
3 4 5