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
$955M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$5.89M
3
+$5.56M
4
BKU icon
Bankunited
BKU
+$5.46M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.98M

Top Sells

1
+$6.87M
2
+$5.8M
3
+$4.65M
4
WOOF
VCA Inc.
WOOF
+$4.04M
5
TSS
Total System Services, Inc.
TSS
+$3.63M

Sector Composition

1 Healthcare 20.49%
2 Technology 12.55%
3 Industrials 12.1%
4 Consumer Staples 11.88%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.59M 0.27%
125,025
-66,880
127
$2.59M 0.27%
99,910
+49,305
128
$2.56M 0.27%
105,793
-5,375
129
$2.51M 0.26%
122,090
+57,625
130
$2.47M 0.26%
35,730
-800
131
$2.45M 0.26%
84,382
-9,860
132
$2.44M 0.26%
266,404
+3,600
133
$2.43M 0.25%
50,632
-7,008
134
$2.43M 0.25%
42,375
-17,520
135
$2.39M 0.25%
34,448
-50
136
$2.39M 0.25%
152,570
+1,230
137
$2.25M 0.24%
39,735
+2,595
138
$2.25M 0.24%
50,200
-160
139
$2.15M 0.23%
44,714
-46,962
140
$2.07M 0.22%
41,751
-4,910
141
$2.01M 0.21%
16,999
142
$1.99M 0.21%
22,310
+725
143
$1.99M 0.21%
71,815
+16,081
144
$1.98M 0.21%
9,566
-870
145
$1.98M 0.21%
51,305
-58,515
146
$1.95M 0.2%
43,703
-7,030
147
$1.93M 0.2%
47,022
-1,685
148
$1.9M 0.2%
122,550
+1,650
149
$1.85M 0.19%
90,199
-12,889
150
$1.78M 0.19%
50,200
-33,079
4 5
6
7 8