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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.26M 0.52%
85,141
-1,190
77
$7.06M 0.51%
76,215
-1,685
78
$7M 0.5%
101,220
-750
79
$6.97M 0.5%
125,963
+12,705
80
$6.95M 0.5%
91,322
-1,179
81
$6.44M 0.46%
98,682
-2,117
82
$6.24M 0.45%
142,191
-988
83
$6.17M 0.44%
139,288
+3,356
84
$6.14M 0.44%
50,527
+865
85
$6.13M 0.44%
47,920
+2,975
86
$6.01M 0.43%
75,427
+2,445
87
$5.76M 0.41%
86,047
+1,950
88
$5.67M 0.41%
130,917
+2,525
89
$5.61M 0.4%
136,784
-948
90
$5.57M 0.4%
34,911
-252
91
$5.42M 0.39%
32,600
+1,438
92
$5.35M 0.39%
38,175
+400
93
$5.3M 0.38%
59,690
+510
94
$5.24M 0.38%
55,385
+3,040
95
$5.11M 0.37%
73,747
-1,083
96
$5.09M 0.37%
64,428
-436
97
$5.06M 0.36%
35,167
+724
98
$5.05M 0.36%
160,120
+3,100
99
$5.05M 0.36%
87,234
+4,309
100
$4.99M 0.36%
50,295
-2,070
2 3
4
5 6