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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.76M 0.66%
87,217
-36,663
52
$6.76M 0.66%
80,217
-22
53
$6.73M 0.66%
255,792
+5,490
54
$6.55M 0.64%
146,008
-1,227
55
$6.5M 0.63%
35,110
+15,615
56
$6.44M 0.63%
129,325
+1,625
57
$6.42M 0.63%
27,470
+9,680
58
$6.42M 0.63%
32,531
-9,300
59
$6.4M 0.62%
53,440
+2,420
60
$6.4M 0.62%
149,500
+6,140
61
$6.25M 0.61%
103,859
+4,870
62
$6.25M 0.61%
112,703
+1,035
63
$6.24M 0.61%
162,970
+5,680
64
$6M 0.59%
79,275
+37,310
65
$5.88M 0.57%
80,791
+1,992
66
$5.85M 0.57%
79,570
-37,085
67
$5.83M 0.57%
132,458
+3,465
68
$5.77M 0.56%
93,011
+3,238
69
$5.72M 0.56%
338,400
-42,150
70
$5.66M 0.55%
110,380
+2,543
71
$5.42M 0.53%
63,335
-27,645
72
$5.39M 0.53%
315,050
+5,775
73
$5.37M 0.52%
43,450
+23,800
74
$5.33M 0.52%
111,488
+3,931
75
$5.27M 0.51%
73,853
-1,026
1 2
3
4 5