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
$727M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.6M
3
+$4.38M
4
GD icon
General Dynamics
GD
+$4.35M
5
MRK icon
Merck
MRK
+$4.23M

Top Sells

1
+$3.71M
2
+$2.67M
3
+$2.48M
4
PNRA
Panera Bread Co
PNRA
+$2.17M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.87M

Sector Composition

1 Healthcare 19.93%
2 Industrials 12.78%
3 Consumer Staples 12.68%
4 Technology 12.35%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.47M 0.48%
407,625
-4,800
77
$3.42M 0.47%
59,820
-2,580
78
$3.41M 0.47%
76,334
+30,016
79
$3.37M 0.46%
58,245
+250
80
$3.3M 0.45%
81,192
-1,046
81
$3.21M 0.44%
+35,045
82
$3.17M 0.44%
188,221
+18,335
83
$3.14M 0.43%
39,897
-1,151
84
$3.1M 0.43%
93,559
+37,916
85
$3.1M 0.43%
47,281
+20,180
86
$3.08M 0.42%
40,365
-685
87
$3.04M 0.42%
63,648
-568
88
$3.02M 0.42%
32,062
-95
89
$2.99M 0.41%
44,100
-350
90
$2.98M 0.41%
89,680
+14,818
91
$2.87M 0.4%
208,151
+98,656
92
$2.83M 0.39%
37,240
+13,100
93
$2.67M 0.37%
133,168
+39,408
94
$2.64M 0.36%
17,665
-335
95
$2.58M 0.35%
33,090
-540
96
$2.58M 0.35%
15,220
+4,140
97
$2.48M 0.34%
60,066
+28,638
98
$2.44M 0.34%
20,306
-855
99
$2.43M 0.33%
21,035
-1,650
100
$2.36M 0.32%
44,300
+15,425
2 3
4
5 6