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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.04M 0.65%
128,023
+1,515
52
$8.01M 0.65%
60,885
+444
53
$7.97M 0.64%
65,554
+1,325
54
$7.83M 0.63%
65,312
-19,453
55
$7.73M 0.62%
434,620
-141,820
56
$7.67M 0.62%
137,816
+5,890
57
$7.5M 0.6%
70,776
+32,973
58
$7.47M 0.6%
140,020
+1,805
59
$7.32M 0.59%
406,980
+7,845
60
$7.25M 0.58%
213,496
+2,229
61
$7.24M 0.58%
230,895
-1,080
62
$7.15M 0.58%
78,777
-540
63
$7.06M 0.57%
144,790
+2,380
64
$7.04M 0.57%
36,075
-10,559
65
$7.01M 0.56%
424,279
+17,966
66
$7M 0.56%
81,179
+1,589
67
$6.97M 0.56%
136,304
-35,312
68
$6.83M 0.55%
125,552
-57,421
69
$6.76M 0.54%
80,411
-496
70
$6.62M 0.53%
280,540
+3,119
71
$6.58M 0.53%
177,110
+3,650
72
$6.55M 0.53%
95,812
+47,250
73
$6.48M 0.52%
173,660
+74,690
74
$6.36M 0.51%
42,830
+15,695
75
$6.16M 0.5%
92,397
+4,348
1 2
3
4 5