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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.7M 0.67%
56,015
+26,947
52
$15.6M 0.67%
126,671
+227
53
$15.1M 0.65%
65,406
-1,563
54
$14.8M 0.64%
56,194
+1,818
55
$14.5M 0.62%
561,194
+3,540
56
$14.4M 0.62%
141,901
+5,349
57
$14.2M 0.61%
189,161
+565
58
$13.7M 0.59%
225,053
+3,703
59
$13.6M 0.59%
160,578
+2,734
60
$13.2M 0.57%
187,590
+2,350
61
$13M 0.56%
276,385
+51,560
62
$13M 0.56%
92,779
-300
63
$12.8M 0.55%
119,036
-1,007
64
$12.7M 0.55%
64,962
+1,853
65
$12.6M 0.54%
140,375
-207
66
$12.6M 0.54%
640,506
+11,071
67
$12.5M 0.54%
56,785
+990
68
$12.3M 0.53%
227,435
+2,114
69
$12.3M 0.53%
130,121
-1,912
70
$12.2M 0.52%
112,159
+3,541
71
$11.8M 0.51%
93,008
+637
72
$11.8M 0.51%
216,963
-3,040
73
$11.5M 0.49%
101,428
-193
74
$11.3M 0.49%
266,381
-3,371
75
$11.2M 0.48%
195,017
+2,951
1 2
3
4 5