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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.8M 0.27%
57,386
+5,665
127
$2.8M 0.27%
24,116
+350
128
$2.75M 0.27%
21,188
+2,046
129
$2.73M 0.27%
52,050
+14,485
130
$2.73M 0.26%
+16,045
131
$2.71M 0.26%
33,523
+980
132
$2.71M 0.26%
48,536
+3,130
133
$2.68M 0.26%
104,918
+5,685
134
$2.6M 0.25%
250,704
+21,700
135
$2.6M 0.25%
23,063
+763
136
$2.59M 0.25%
+77,240
137
$2.58M 0.25%
274,285
+31,185
138
$2.5M 0.24%
50,272
+4,425
139
$2.49M 0.24%
45,750
+38,349
140
$2.39M 0.23%
47,708
+7,281
141
$2.37M 0.23%
23,394
142
$2.36M 0.23%
16,837
143
$2.35M 0.23%
141,510
+19,030
144
$2.35M 0.23%
71,326
+5,700
145
$2.33M 0.23%
33,609
-1,520
146
$2.33M 0.23%
57,785
+1,225
147
$2.22M 0.22%
20,718
-1,685
148
$2.19M 0.21%
67,929
+6,616
149
$2.19M 0.21%
27,310
+3,727
150
$2.15M 0.21%
117,622
+100
4 5
6
7 8