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
$1.39B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 0.9%
86,901
-2,336
27
$12.5M 0.9%
213,300
-37,320
28
$12.2M 0.88%
69,382
+698
29
$12.2M 0.88%
149,905
-4,555
30
$11.9M 0.86%
60,500
-3,968
31
$11.8M 0.85%
402,058
+13,079
32
$11.7M 0.84%
108,760
-23,405
33
$11.6M 0.84%
113,530
-2,327
34
$11.3M 0.81%
122,631
-5,150
35
$11M 0.79%
63,666
-2,190
36
$10.7M 0.77%
126,433
-2,475
37
$10.2M 0.73%
49,919
-1,335
38
$10.1M 0.73%
155,949
-5,390
39
$9.93M 0.72%
125,520
-4,360
40
$9.92M 0.72%
247,695
-93,164
41
$9.83M 0.71%
63,050
-4,095
42
$9.81M 0.71%
64,062
-2,435
43
$9.77M 0.71%
135,625
-6,085
44
$9.47M 0.68%
74,450
-1,205
45
$9.33M 0.67%
424,900
-15,560
46
$9.2M 0.66%
121,993
-4,350
47
$9.12M 0.66%
125,604
+5,991
48
$8.91M 0.64%
173,485
-24,875
49
$8.9M 0.64%
651,056
-7,160
50
$8.85M 0.64%
344,550
+12,070
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