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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.2M 0.48%
70,851
+569
77
$11.1M 0.48%
40,911
+1,300
78
$10.9M 0.47%
43,819
-20,496
79
$10.8M 0.46%
143,350
+3,945
80
$10.8M 0.46%
41,031
+20,655
81
$10.7M 0.46%
212,099
-51,839
82
$10.6M 0.46%
44,013
-1,265
83
$10.4M 0.44%
35,959
+406
84
$10.3M 0.44%
66,039
+2,299
85
$10.2M 0.44%
285,718
+2,045
86
$10.2M 0.44%
12,859
+12
87
$10.1M 0.43%
16,203
-15,166
88
$9.96M 0.43%
50,788
+3,875
89
$9.9M 0.43%
21,592
+1,451
90
$9.87M 0.42%
13,252
+167
91
$9.83M 0.42%
49,192
-350
92
$9.8M 0.42%
66,035
+2,337
93
$9.45M 0.41%
32,222
+2,458
94
$9.42M 0.4%
48,852
+3,362
95
$9.1M 0.39%
111,236
+38,571
96
$8.95M 0.38%
151,274
+145
97
$8.95M 0.38%
27,488
-238
98
$8.81M 0.38%
151,516
-579
99
$8.76M 0.38%
45,411
+377
100
$8.68M 0.37%
77,713
+1,258
2 3
4
5 6