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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 0.89%
48,614
-309
27
$20.5M 0.88%
61,995
-861
28
$19.9M 0.86%
34,938
-8,321
29
$19.9M 0.85%
284,242
-1,298
30
$19.6M 0.84%
48,523
+25,569
31
$19.2M 0.82%
42,706
+545
32
$19M 0.82%
409,230
-888
33
$18.7M 0.8%
58,457
+2,106
34
$18.4M 0.79%
70,878
+684
35
$18.3M 0.78%
107,914
-425
36
$18.2M 0.78%
69,164
-4,035
37
$18.1M 0.78%
153,624
-2,038
38
$18.1M 0.78%
164,458
+1,140
39
$18M 0.77%
67,506
+1,998
40
$17.6M 0.76%
121,309
+1,713
41
$17.5M 0.75%
90,248
+1,148
42
$17.3M 0.74%
57,790
+764
43
$17.3M 0.74%
109,888
+1,411
44
$17.3M 0.74%
643,800
-3,150
45
$17M 0.73%
76,534
+2,515
46
$17M 0.73%
319,392
+3,487
47
$16.7M 0.72%
110,605
+2,470
48
$16.6M 0.71%
142,448
-26,439
49
$16.2M 0.7%
134,900
+56,223
50
$16.1M 0.69%
236,935
+126,741
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