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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.54M 0.67%
132,094
+3,904
52
$7.54M 0.67%
171,026
+5,616
53
$7.48M 0.67%
190,232
+3,564
54
$7.26M 0.65%
46,264
+85
55
$7.08M 0.63%
80,033
-876
56
$6.88M 0.62%
105,315
-835
57
$6.86M 0.61%
129,195
-435
58
$6.84M 0.61%
144,533
-5,010
59
$6.77M 0.61%
374,760
+26,205
60
$6.71M 0.6%
130,723
-1,745
61
$6.63M 0.59%
120,010
-32,545
62
$6.55M 0.59%
57,672
+3,325
63
$6.33M 0.57%
80,376
+255
64
$6.31M 0.56%
66,973
+22,188
65
$6.31M 0.56%
77,455
-245
66
$6.31M 0.56%
138,633
-3,875
67
$6.17M 0.55%
338,125
+17,350
68
$6.13M 0.55%
71,431
-1,675
69
$6.1M 0.55%
62,875
-215
70
$6.05M 0.54%
382,786
+192,470
71
$6.01M 0.54%
201,926
+25,845
72
$6M 0.54%
86,557
-8,775
73
$5.88M 0.53%
+113,165
74
$5.83M 0.52%
17,011
+6,493
75
$5.79M 0.52%
127,925
+112,405
1 2
3
4 5