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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.66M 0.37%
74,882
+372
102
$8.65M 0.37%
164,160
+123,530
103
$8.58M 0.37%
+57,213
104
$8.49M 0.36%
28,865
-915
105
$8.35M 0.36%
409,477
+15,423
106
$8.32M 0.36%
113,822
+1,647
107
$8.2M 0.35%
175,115
+73,862
108
$8.19M 0.35%
61,844
-1,516
109
$8.1M 0.35%
55,254
+105
110
$8.01M 0.34%
308,030
+22,350
111
$7.99M 0.34%
490,295
+17,270
112
$7.64M 0.33%
288,180
+8,600
113
$7.6M 0.33%
34,226
-310
114
$7.56M 0.32%
119,334
-2,006
115
$7.55M 0.32%
287,325
+27,160
116
$7.46M 0.32%
266,900
+13,350
117
$7.19M 0.31%
64,629
+4,403
118
$7.19M 0.31%
283,835
-2,950
119
$6.95M 0.3%
132,402
+3,651
120
$6.82M 0.29%
26,112
+736
121
$6.8M 0.29%
253,155
+26,260
122
$6.79M 0.29%
82,444
+5,450
123
$6.74M 0.29%
67,613
+554
124
$6.72M 0.29%
83,577
+329
125
$6.66M 0.29%
95,411
+1,336
3 4
5
6 7