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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.86M 0.65%
113,665
+4,155
52
$8.86M 0.65%
411,520
-13,380
53
$8.78M 0.64%
38,157
-1,218
54
$8.76M 0.64%
292,214
-3,379
55
$8.62M 0.63%
75,305
-33,455
56
$8.54M 0.63%
362,170
+17,620
57
$8.53M 0.63%
34,990
+15,675
58
$8.39M 0.62%
128,104
+2,500
59
$8.38M 0.62%
116,956
-5,037
60
$8.32M 0.61%
70,650
+1,525
61
$8.06M 0.59%
235,822
-11,873
62
$7.87M 0.58%
69,327
-627
63
$7.85M 0.58%
118,462
-2,941
64
$7.82M 0.57%
36,993
+14,460
65
$7.8M 0.57%
70,824
+4,265
66
$7.79M 0.57%
222,501
-5,144
67
$7.77M 0.57%
86,520
+125
68
$7.67M 0.56%
169,100
+48,465
69
$7.65M 0.56%
120,335
-2,555
70
$7.37M 0.54%
77,900
-3,485
71
$7.34M 0.54%
113,281
+37,806
72
$7.18M 0.53%
115,211
+31,079
73
$7.16M 0.53%
113,258
-750
74
$7.13M 0.52%
187,894
-10,636
75
$6.96M 0.51%
101,970
-7,117
1 2
3
4 5