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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.61M 0.32%
47,405
+485
102
$3.57M 0.32%
137,734
-3,590
103
$3.47M 0.31%
62,810
-1,335
104
$3.38M 0.3%
42,430
+745
105
$3.37M 0.3%
74,080
+4,585
106
$3.35M 0.3%
38,443
-720
107
$3.35M 0.3%
41,311
+122
108
$3.29M 0.29%
17,648
-590
109
$3.26M 0.29%
+44,397
110
$3.26M 0.29%
26,110
-25,163
111
$3.25M 0.29%
+77,690
112
$3.24M 0.29%
99,372
-8,800
113
$3.23M 0.29%
27,105
-253
114
$3.23M 0.29%
243,118
+4,756
115
$3.22M 0.29%
87,991
-43,465
116
$3.19M 0.29%
29,260
-380
117
$3.19M 0.29%
287,256
+600
118
$3.18M 0.28%
58,724
-1,600
119
$3.18M 0.28%
69,093
-18,295
120
$3.1M 0.28%
+38,252
121
$3.09M 0.28%
22,702
-250
122
$3.07M 0.27%
90,805
+26,350
123
$3.04M 0.27%
+212,020
124
$3.02M 0.27%
+131,085
125
$2.93M 0.26%
96,968
+4,340
3 4
5
6 7