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
$911M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$5.02M
3 +$4.98M
4
ABT icon
Abbott
ABT
+$4.79M
5
HD icon
Home Depot
HD
+$4.54M

Top Sells

1 +$4.37M
2 +$4.16M
3 +$4.1M
4
ETN icon
Eaton
ETN
+$4.05M
5
BAX icon
Baxter International
BAX
+$4.03M

Sector Composition

1 Healthcare 20.27%
2 Technology 14.25%
3 Industrials 11.41%
4 Consumer Staples 10.64%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$2.31M 0.25%
205,404
+3,200
127
$2.3M 0.25%
40,175
-29,570
128
$2.29M 0.25%
46,391
-20,230
129
$2.26M 0.25%
20,566
130
$2.23M 0.24%
110,395
+8,780
131
$2.17M 0.24%
91,811
-34,110
132
$2.13M 0.23%
+22,705
133
$2.1M 0.23%
23,094
-37
134
$2.09M 0.23%
17,377
135
$2.07M 0.23%
43,903
+1,119
136
$2.04M 0.22%
23,093
+1,003
137
$2.04M 0.22%
364,264
+15,472
138
$2.01M 0.22%
27,310
+1,620
139
$1.99M 0.22%
35,510
-1,085
140
$1.99M 0.22%
+222,503
141
$1.98M 0.22%
19,988
-601
142
$1.95M 0.21%
56,428
+4,500
143
$1.92M 0.21%
64,747
+21,638
144
$1.92M 0.21%
112,150
+8,380
145
$1.92M 0.21%
38,422
-1,570
146
$1.9M 0.21%
73,000
147
$1.89M 0.21%
29,031
+1,535
148
$1.8M 0.2%
22,840
+605
149
$1.78M 0.2%
40,803
+2,825
150
$1.78M 0.19%
51,700
+5,735