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
$727M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.6M
3
+$4.38M
4
GD icon
General Dynamics
GD
+$4.35M
5
MRK icon
Merck
MRK
+$4.23M

Top Sells

1
+$3.71M
2
+$2.67M
3
+$2.48M
4
PNRA
Panera Bread Co
PNRA
+$2.17M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.87M

Sector Composition

1 Healthcare 19.93%
2 Industrials 12.78%
3 Consumer Staples 12.68%
4 Technology 12.35%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.25%
43,365
-425
127
$1.77M 0.24%
116,380
-200
128
$1.75M 0.24%
33,305
+2,385
129
$1.75M 0.24%
+21,495
130
$1.75M 0.24%
33,530
+1,155
131
$1.7M 0.23%
31,135
+12,550
132
$1.69M 0.23%
24,982
+8,727
133
$1.66M 0.23%
54,230
-16,680
134
$1.64M 0.23%
16,620
135
$1.6M 0.22%
35,604
+750
136
$1.6M 0.22%
+18,235
137
$1.56M 0.21%
14,400
138
$1.55M 0.21%
65,705
+8,738
139
$1.51M 0.21%
20,180
+70
140
$1.5M 0.21%
38,695
+265
141
$1.5M 0.21%
88,650
142
$1.43M 0.2%
62,895
+25
143
$1.42M 0.2%
55,676
+17,249
144
$1.42M 0.2%
16,777
+2,140
145
$1.41M 0.19%
36,845
+585
146
$1.4M 0.19%
100,012
-48
147
$1.4M 0.19%
43,159
+18,609
148
$1.35M 0.19%
61,959
+2,136
149
$1.35M 0.19%
20,210
+700
150
$1.25M 0.17%
13,650
+4,675
4 5
6
7 8