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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 0.93%
315,409
+15,577
27
$10.3M 0.92%
70,302
-267
28
$10.2M 0.91%
61,398
+277
29
$9.9M 0.89%
276,560
+3,940
30
$9.82M 0.88%
75,602
-2,400
31
$9.78M 0.88%
86,350
-65
32
$9.69M 0.87%
170,995
-850
33
$9.66M 0.86%
39,660
+5,735
34
$9.65M 0.86%
115,839
-1,200
35
$9.48M 0.85%
127,790
+40,283
36
$9.42M 0.84%
394,024
-179,032
37
$9.31M 0.83%
44,259
+1,374
38
$9.2M 0.82%
261,520
+21,120
39
$9.02M 0.81%
36,389
-3,961
40
$8.98M 0.8%
93,770
+1,204
41
$8.9M 0.8%
170,670
+3,090
42
$8.64M 0.77%
259,893
-38,739
43
$8.43M 0.75%
133,375
-2,100
44
$8.36M 0.75%
69,495
-1,585
45
$8.21M 0.73%
94,610
+4,845
46
$8.13M 0.73%
59,147
-1,671
47
$8.03M 0.72%
80,096
+104
48
$8.02M 0.72%
76,511
+70
49
$7.78M 0.7%
145,940
-1,390
50
$7.72M 0.69%
84,063
-1,355
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2
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