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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.11M 0.59%
108,951
+925
52
$6.05M 0.59%
62,547
+109
53
$6.04M 0.59%
78,708
-31,075
54
$6.01M 0.58%
82,674
-25,151
55
$6M 0.58%
138,022
+4,975
56
$5.86M 0.57%
16,012
+316
57
$5.83M 0.57%
103,057
+7,825
58
$5.8M 0.56%
123,888
+3,948
59
$5.79M 0.56%
70,506
+2,800
60
$5.77M 0.56%
202,890
-190
61
$5.66M 0.55%
392,895
+14,820
62
$5.56M 0.54%
56,651
-17,010
63
$5.53M 0.54%
233,052
+9,612
64
$5.51M 0.53%
341,456
+126,035
65
$5.48M 0.53%
70,275
+1,125
66
$5.47M 0.53%
74,735
+30,262
67
$5.41M 0.52%
149,895
-3,150
68
$5.41M 0.52%
114,264
+5,334
69
$5.41M 0.52%
53,805
+385
70
$5.4M 0.52%
164,480
+94,930
71
$5.28M 0.51%
130,143
-2,742
72
$5.27M 0.51%
74,187
+2,187
73
$5.22M 0.51%
62,546
+7,897
74
$5.1M 0.5%
145,409
+7,099
75
$4.97M 0.48%
43,285
-14,060
1 2
3
4 5