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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.9M 0.51%
129,648
-6,914
77
$6.86M 0.5%
33,558
-371
78
$6.74M 0.5%
135,932
+34,105
79
$6.68M 0.49%
86,331
-529
80
$6.68M 0.49%
153,855
+5,180
81
$6.51M 0.48%
100,799
-1,330
82
$6.42M 0.47%
92,501
-10,508
83
$6.38M 0.47%
44,945
+2,580
84
$6.24M 0.46%
157,160
-15,355
85
$6.22M 0.46%
143,179
-1,171
86
$6.2M 0.46%
128,392
+2,960
87
$5.86M 0.43%
84,097
+6,054
88
$5.82M 0.43%
49,662
+1,365
89
$5.75M 0.42%
137,732
+463
90
$5.64M 0.41%
128,951
+6,491
91
$5.6M 0.41%
96,775
+1,823
92
$5.46M 0.4%
83,310
-9,649
93
$5.43M 0.4%
31,162
+374
94
$5.16M 0.38%
37,775
-10,280
95
$5.03M 0.37%
64,864
-756
96
$4.97M 0.36%
81,878
+2,209
97
$4.94M 0.36%
61,547
-10
98
$4.92M 0.36%
157,020
-800
99
$4.89M 0.36%
87,380
+35,760
100
$4.85M 0.36%
72,982
+1,560
2 3
4
5 6