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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.97M 0.48%
84,895
+1,292
77
$4.85M 0.47%
88,562
+5,100
78
$4.81M 0.47%
65,214
+9,431
79
$4.67M 0.45%
49,562
+2,632
80
$4.63M 0.45%
168,363
+32,250
81
$4.59M 0.45%
83,275
+4,400
82
$4.46M 0.43%
103,424
-270
83
$4.42M 0.43%
188,205
+17,150
84
$4.4M 0.43%
108,500
+2,400
85
$4.35M 0.42%
108,360
+7,450
86
$4.24M 0.41%
85,500
+1,500
87
$4.2M 0.41%
104,628
+7,375
88
$4.15M 0.4%
69,548
+16,406
89
$4.08M 0.4%
91,865
+6,550
90
$4.05M 0.39%
40,161
+710
91
$4.02M 0.39%
89,190
+8,075
92
$3.94M 0.38%
50,528
+2,933
93
$3.89M 0.38%
78,930
+31,010
94
$3.85M 0.37%
60,015
-2,097
95
$3.64M 0.35%
112,184
-14,149
96
$3.63M 0.35%
44,270
+4,502
97
$3.63M 0.35%
135,940
+11,530
98
$3.61M 0.35%
59,966
+1,580
99
$3.59M 0.35%
53,700
+6,810
100
$3.55M 0.34%
65,372
+2,332
2 3
4
5 6