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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.96%
133,850
+3,798
27
$11.8M 0.95%
41,364
+520
28
$11.4M 0.92%
154,169
+2,010
29
$11.3M 0.91%
86,125
+1,011
30
$11.2M 0.9%
356,442
+2,689
31
$11.1M 0.9%
86,766
-531
32
$11.1M 0.89%
123,301
+2,154
33
$10.8M 0.87%
67,251
-844
34
$10.5M 0.84%
84,131
+1,035
35
$10.3M 0.83%
251,775
+172,025
36
$10.3M 0.83%
26,772
+986
37
$9.81M 0.79%
52,384
+1,383
38
$9.74M 0.78%
117,289
+104
39
$9.68M 0.78%
146,935
+5,350
40
$9.34M 0.75%
129,825
-3,100
41
$9.27M 0.75%
126,590
+1,822
42
$9.18M 0.74%
70,791
+996
43
$8.7M 0.7%
195,826
+3,472
44
$8.61M 0.69%
143,762
-32,263
45
$8.47M 0.68%
163,389
-58,346
46
$8.45M 0.68%
66,565
-315
47
$8.38M 0.67%
49,964
+2,216
48
$8.35M 0.67%
103,586
-39,472
49
$8.23M 0.66%
80,432
-1,036
50
$8.16M 0.66%
139,780
+3,613
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