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
$1.39B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.03M 0.51%
91,332
-4,520
77
$6.99M 0.5%
114,008
-10,675
78
$6.96M 0.5%
136,562
-5,340
79
$6.72M 0.49%
103,009
-8,995
80
$6.62M 0.48%
144,350
+18,843
81
$6.54M 0.47%
84,132
+4,220
82
$6.53M 0.47%
172,515
-6,860
83
$6.35M 0.46%
92,959
-2,060
84
$6.04M 0.44%
30,788
-4,106
85
$5.91M 0.43%
125,432
+2,780
86
$5.88M 0.42%
137,269
-6,940
87
$5.82M 0.42%
42,365
-4,090
88
$5.55M 0.4%
48,297
+1,920
89
$5.52M 0.4%
65,620
-2,772
90
$5.49M 0.4%
78,043
+2,445
91
$5.45M 0.39%
94,952
+1,947
92
$5.34M 0.39%
73,352
-5,075
93
$5.34M 0.39%
54,135
-1,840
94
$5.18M 0.37%
69,623
-425
95
$5.11M 0.37%
48,055
+550
96
$5.09M 0.37%
75,475
-39,360
97
$5.03M 0.36%
157,820
+4,030
98
$5.02M 0.36%
75,195
-90
99
$5.01M 0.36%
101,827
+5,006
100
$4.97M 0.36%
61,557
+2,710
2 3
4
5 6