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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.88M 0.35%
63,566
-897
102
$4.86M 0.35%
83,954
+2,076
103
$4.78M 0.34%
88,545
+1,165
104
$4.78M 0.34%
71,373
+1,898
105
$4.74M 0.34%
158,435
+42,940
106
$4.7M 0.34%
128,637
-314
107
$4.66M 0.34%
224,832
-2,274
108
$4.57M 0.33%
39,655
+2,510
109
$4.53M 0.33%
31,394
-741
110
$4.45M 0.32%
250,480
+4,960
111
$4.41M 0.32%
102,570
+1,665
112
$4.34M 0.31%
53,102
-600
113
$4.31M 0.31%
63,100
-887
114
$4.3M 0.31%
54,144
+815
115
$4.3M 0.31%
55,627
+600
116
$4.28M 0.31%
211,780
+3,165
117
$4.2M 0.3%
31,480
-29,877
118
$4.12M 0.3%
98,960
+5,575
119
$3.98M 0.29%
52,215
-150
120
$3.87M 0.28%
108,865
-48,295
121
$3.87M 0.28%
45,155
-16,392
122
$3.81M 0.27%
44,863
+70
123
$3.77M 0.27%
123,980
-5,924
124
$3.66M 0.26%
50,396
-32,914
125
$3.62M 0.26%
33,430
-1,090
3 4
5
6 7