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
$727M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.6M
3
+$4.38M
4
GD icon
General Dynamics
GD
+$4.35M
5
MRK icon
Merck
MRK
+$4.23M

Top Sells

1
+$3.71M
2
+$2.67M
3
+$2.48M
4
PNRA
Panera Bread Co
PNRA
+$2.17M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.87M

Sector Composition

1 Healthcare 19.93%
2 Industrials 12.78%
3 Consumer Staples 12.68%
4 Technology 12.35%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.35M 0.32%
59,767
+32,631
102
$2.32M 0.32%
58,726
-20,614
103
$2.32M 0.32%
61,030
+5,875
104
$2.3M 0.32%
56,500
+5,860
105
$2.29M 0.32%
43,645
+475
106
$2.29M 0.31%
181,904
+77,000
107
$2.26M 0.31%
68,445
+3,475
108
$2.26M 0.31%
37,805
-31,265
109
$2.24M 0.31%
20,930
+5,450
110
$2.22M 0.31%
45,834
+13,831
111
$2.2M 0.3%
17,260
+65
112
$2.15M 0.3%
44,790
-1,925
113
$2.04M 0.28%
26,534
+11,819
114
$1.98M 0.27%
18,530
-34,665
115
$1.98M 0.27%
84,265
-62,322
116
$1.97M 0.27%
18,487
-1,805
117
$1.95M 0.27%
+20,018
118
$1.93M 0.27%
15,039
+2,970
119
$1.88M 0.26%
26,185
-24,977
120
$1.87M 0.26%
30,000
+3,875
121
$1.86M 0.26%
60,032
+31,650
122
$1.84M 0.25%
87,032
+37,784
123
$1.84M 0.25%
20,571
+5,303
124
$1.82M 0.25%
15,165
+5,320
125
$1.82M 0.25%
44,035
+2,725
3 4
5
6 7