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
$1.39B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.47M 0.68%
60,441
-2,095
52
$9.42M 0.68%
75,753
+448
53
$9.03M 0.65%
414,580
+3,060
54
$9.02M 0.65%
35,060
+70
55
$9.02M 0.65%
67,227
-2,100
56
$8.99M 0.65%
262,512
+111,750
57
$8.78M 0.63%
107,091
-40,839
58
$8.74M 0.63%
360,140
-2,030
59
$8.62M 0.62%
168,600
-3,740
60
$8.41M 0.61%
140,169
+12,065
61
$8.34M 0.6%
62,045
-3,240
62
$8.31M 0.6%
294,759
+2,545
63
$8.25M 0.59%
88,370
+1,850
64
$8.14M 0.59%
119,128
+666
65
$8.02M 0.58%
220,086
-2,415
66
$8M 0.58%
152,530
-1,325
67
$7.97M 0.57%
75,646
+4,822
68
$7.79M 0.56%
237,558
+1,736
69
$7.74M 0.56%
115,493
+2,212
70
$7.6M 0.55%
130,926
+1,278
71
$7.49M 0.54%
72,315
+1,665
72
$7.49M 0.54%
143,580
-25,520
73
$7.47M 0.54%
115,331
-1,625
74
$7.47M 0.54%
126,320
+5,985
75
$7.4M 0.53%
31,704
-1,854
1 2
3
4 5