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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 0.99%
272,997
+2,192
27
$13.4M 0.97%
57,444
+20,451
28
$13.4M 0.97%
94,685
+131
29
$13.1M 0.94%
95,865
-17,125
30
$13M 0.94%
91,116
+17,551
31
$12.9M 0.93%
123,031
+1,800
32
$12.8M 0.92%
123,615
-75
33
$12.8M 0.92%
129,018
-4,950
34
$12.2M 0.88%
65,661
+15,712
35
$11.5M 0.83%
23,033
+341
36
$11.4M 0.82%
153,996
-643
37
$11.2M 0.81%
84,478
+278
38
$11.1M 0.8%
129,797
-768
39
$10.9M 0.79%
907,736
+980
40
$10.8M 0.78%
154,100
+750
41
$10.6M 0.76%
168,619
+53,408
42
$10.4M 0.75%
38,198
+41
43
$10.3M 0.74%
62,997
+1,040
44
$10.2M 0.74%
422,273
+24,721
45
$10.2M 0.73%
120,740
-518
46
$9.93M 0.71%
60,349
+561
47
$9.71M 0.7%
114,610
+945
48
$9.7M 0.7%
57,072
+28,235
49
$9.59M 0.69%
122,882
+1,425
50
$9.5M 0.68%
195,771
-2,235
1
2
3 4 5