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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.05M 0.49%
77,534
+6,954
77
$6.01M 0.48%
139,446
+2,096
78
$5.87M 0.47%
178,760
+6,512
79
$5.85M 0.47%
56,956
+12,495
80
$5.76M 0.46%
73,358
+2,210
81
$5.69M 0.46%
65,585
+1,365
82
$5.69M 0.46%
69,335
+182
83
$5.67M 0.46%
36,449
-337
84
$5.36M 0.43%
82,268
-120
85
$5.12M 0.41%
91,646
+3,345
86
$4.88M 0.39%
209,830
+2,325
87
$4.77M 0.38%
86,400
+27,507
88
$4.71M 0.38%
115,785
+3,875
89
$4.51M 0.36%
114,402
+41,095
90
$4.49M 0.36%
59,962
-295
91
$4.39M 0.35%
167,851
+2,870
92
$4.38M 0.35%
88,205
+4,540
93
$4.31M 0.35%
137,370
+5,610
94
$4.25M 0.34%
54,103
+695
95
$4.21M 0.34%
69,685
+5,135
96
$4.21M 0.34%
71,417
-213
97
$4.21M 0.34%
51,540
+2,435
98
$4.15M 0.33%
69,359
+3,165
99
$4.14M 0.33%
81,835
+4,110
100
$4.12M 0.33%
66,146
+5,165
2 3
4
5 6