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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.49M 0.34%
42,925
+4,095
102
$3.48M 0.34%
28,885
+2,955
103
$3.48M 0.34%
69,440
+4,280
104
$3.43M 0.33%
52,885
+3,530
105
$3.36M 0.33%
43,535
+1,935
106
$3.35M 0.33%
77,345
+3,890
107
$3.25M 0.32%
10,388
-482
108
$3.21M 0.31%
41,749
-25,066
109
$3.2M 0.31%
33,052
+890
110
$3.17M 0.31%
70,070
+1,470
111
$3.14M 0.31%
27,828
-652
112
$3.12M 0.3%
88,730
+6,060
113
$3.12M 0.3%
45,795
+2,285
114
$3.08M 0.3%
59,479
-2,216
115
$3.07M 0.3%
39,203
+832
116
$3.05M 0.3%
54,117
+2,820
117
$3.05M 0.3%
134,170
+9,145
118
$2.99M 0.29%
88,203
+5,500
119
$2.98M 0.29%
65,145
-15,095
120
$2.97M 0.29%
33,315
+1,330
121
$2.94M 0.29%
287,856
+21,452
122
$2.91M 0.28%
23,377
-625
123
$2.87M 0.28%
110,372
-2,336
124
$2.82M 0.28%
83,725
+36,703
125
$2.8M 0.27%
55,576
+4,944
3 4
5
6 7