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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.03M 0.49%
357,284
+6,078
77
$5.02M 0.49%
172,740
+15,240
78
$4.99M 0.49%
62,255
+3,285
79
$4.86M 0.47%
82,045
-2,500
80
$4.85M 0.47%
122,125
+10,050
81
$4.82M 0.47%
80,090
+940
82
$4.76M 0.46%
65,522
-3,884
83
$4.68M 0.46%
150,744
-1,285
84
$4.31M 0.42%
61,824
+3,575
85
$4.3M 0.42%
88,725
+7,487
86
$4.28M 0.42%
47,896
+8,465
87
$4.2M 0.41%
97,800
-1,700
88
$4.17M 0.41%
45,160
+22,850
89
$4.12M 0.4%
53,520
+1,524
90
$4.11M 0.4%
77,675
-265
91
$4.07M 0.4%
105,910
+39,860
92
$3.97M 0.39%
21,285
-14,602
93
$3.97M 0.39%
83,227
-46,810
94
$3.91M 0.38%
57,541
+1,946
95
$3.83M 0.37%
227,762
+27,435
96
$3.73M 0.36%
36,376
+3,880
97
$3.61M 0.35%
134,340
+5,770
98
$3.57M 0.35%
10,483
+736
99
$3.51M 0.34%
100,265
+445
100
$3.5M 0.34%
30,485
+2,620
2 3
4
5 6