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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.06M 0.33%
72,833
+638
102
$4.03M 0.32%
43,912
+3,623
103
$3.95M 0.32%
46,404
-37,710
104
$3.94M 0.32%
35,995
-6,440
105
$3.93M 0.32%
73,440
+2,585
106
$3.9M 0.31%
75,678
+3,607
107
$3.89M 0.31%
73,730
+2,610
108
$3.87M 0.31%
96,082
+4,005
109
$3.86M 0.31%
72,395
-100
110
$3.83M 0.31%
90,232
+132
111
$3.82M 0.31%
21,344
-17,041
112
$3.81M 0.31%
148,312
-3,400
113
$3.8M 0.31%
294,856
+5,320
114
$3.68M 0.3%
181,175
+12,175
115
$3.66M 0.3%
21,026
+1,370
116
$3.65M 0.29%
85,085
+2,425
117
$3.59M 0.29%
71,672
+6,262
118
$3.58M 0.29%
50,564
+1,940
119
$3.54M 0.29%
47,930
+4,590
120
$3.52M 0.28%
43,401
+800
121
$3.48M 0.28%
51,360
+1,390
122
$3.45M 0.28%
16,902
-11,930
123
$3.42M 0.28%
56,412
-30,447
124
$3.4M 0.27%
96,076
-1,700
125
$3.31M 0.27%
52,696
+1,740
3 4
5
6 7