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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.52M 0.34%
+106,440
102
$3.48M 0.34%
91,295
+4,045
103
$3.46M 0.34%
44,715
+280
104
$3.45M 0.33%
24,541
+1,190
105
$3.42M 0.33%
42,190
+2,490
106
$3.42M 0.33%
36,466
+2,210
107
$3.26M 0.32%
56,476
+27,512
108
$3.22M 0.31%
46,646
+28,085
109
$3.18M 0.31%
58,580
+275
110
$3.11M 0.3%
129,786
+351
111
$3.06M 0.3%
115,916
-10,054
112
$3.04M 0.3%
110,122
+5,957
113
$3.01M 0.29%
94,142
+2,850
114
$3M 0.29%
87,688
+38,404
115
$3M 0.29%
115,308
-200
116
$2.99M 0.29%
101,639
+16,919
117
$2.97M 0.29%
27,465
+1,100
118
$2.96M 0.29%
17,909
+1,576
119
$2.96M 0.29%
100,400
+52,810
120
$2.9M 0.28%
188,249
+1,300
121
$2.89M 0.28%
48,212
+18,652
122
$2.84M 0.28%
57,360
-250
123
$2.82M 0.27%
25,811
+500
124
$2.81M 0.27%
30,355
+3,145
125
$2.8M 0.27%
54,320
+550
3 4
5
6 7