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
$727M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.6M
3
+$4.38M
4
GD icon
General Dynamics
GD
+$4.35M
5
MRK icon
Merck
MRK
+$4.23M

Top Sells

1
+$3.71M
2
+$2.67M
3
+$2.48M
4
PNRA
Panera Bread Co
PNRA
+$2.17M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.87M

Sector Composition

1 Healthcare 19.93%
2 Industrials 12.78%
3 Consumer Staples 12.68%
4 Technology 12.35%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.64%
68,065
-45
52
$4.65M 0.64%
127,982
-4,898
53
$4.63M 0.64%
98,960
+27,280
54
$4.61M 0.63%
50,977
+22,691
55
$4.58M 0.63%
119,150
-5,170
56
$4.57M 0.63%
67,814
+6,625
57
$4.54M 0.62%
58,629
+24,440
58
$4.44M 0.61%
30,855
-9,780
59
$4.38M 0.6%
+1,016,200
60
$4.25M 0.59%
202,032
-2,550
61
$4.15M 0.57%
65,460
-790
62
$4.02M 0.55%
46,525
-30,915
63
$3.97M 0.55%
53,960
-755
64
$3.96M 0.54%
115,091
+40,204
65
$3.92M 0.54%
+107,710
66
$3.9M 0.54%
37,402
+135
67
$3.72M 0.51%
93,370
+44,980
68
$3.72M 0.51%
70,875
-1,115
69
$3.72M 0.51%
170,477
+11,001
70
$3.71M 0.51%
58,107
+213
71
$3.7M 0.51%
43,364
+2,300
72
$3.65M 0.5%
44,765
-945
73
$3.64M 0.5%
29,505
+370
74
$3.58M 0.49%
+56,905
75
$3.47M 0.48%
40,185
+155
1 2
3
4 5