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
$1.39B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.88M 0.35%
33,430
+635
102
$4.86M 0.35%
122,460
+2,670
103
$4.84M 0.35%
120,635
+2,960
104
$4.78M 0.34%
79,669
+1,080
105
$4.77M 0.34%
70,008
-1,360
106
$4.76M 0.34%
44,403
+630
107
$4.76M 0.34%
59,497
-970
108
$4.71M 0.34%
22,533
-579
109
$4.69M 0.34%
201,060
+5,205
110
$4.62M 0.33%
78,932
+940
111
$4.61M 0.33%
66,152
+244
112
$4.59M 0.33%
61,800
+5,340
113
$4.57M 0.33%
48,575
+1,665
114
$4.47M 0.32%
71,422
-3,770
115
$4.44M 0.32%
234,460
+106,130
116
$4.36M 0.31%
228,084
+7,781
117
$4.33M 0.31%
52,550
+710
118
$4.23M 0.31%
75,100
+55
119
$4.21M 0.3%
19,315
+67
120
$4.19M 0.3%
89,005
+2,360
121
$4.1M 0.3%
116,725
-440
122
$4.09M 0.3%
39,460
+630
123
$4.06M 0.29%
33,399
-12,177
124
$4.03M 0.29%
34,315
+540
125
$4M 0.29%
142,185
-6,057
3 4
5
6 7