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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.84M 0.36%
35,163
+1,764
102
$4.82M 0.35%
208,615
+7,555
103
$4.78M 0.35%
59,180
-2,620
104
$4.78M 0.35%
74,830
-365
105
$4.77M 0.35%
100,905
+28,695
106
$4.76M 0.35%
53,329
-27,810
107
$4.71M 0.35%
82,925
+3,993
108
$4.7M 0.35%
+28,837
109
$4.69M 0.34%
69,475
-148
110
$4.67M 0.34%
32,135
-19,935
111
$4.66M 0.34%
34,443
+1,013
112
$4.66M 0.34%
227,106
-978
113
$4.62M 0.34%
52,365
-1,770
114
$4.59M 0.34%
52,345
+3,770
115
$4.56M 0.34%
+150,762
116
$4.5M 0.33%
64,463
-1,689
117
$4.32M 0.32%
245,520
+11,060
118
$4.25M 0.31%
44,793
+390
119
$4.24M 0.31%
91,005
+2,000
120
$4.22M 0.31%
37,145
-53,565
121
$4.16M 0.31%
55,027
-4,470
122
$4.01M 0.29%
40,355
+895
123
$3.94M 0.29%
63,987
-6,021
124
$3.93M 0.29%
53,702
+1,152
125
$3.81M 0.28%
52,365
-20,987
3 4
5
6 7