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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.75M 0.27%
104,748
-3,681
127
$2.73M 0.27%
40,953
-3,761
128
$2.68M 0.26%
135,310
+8,440
129
$2.64M 0.26%
44,995
+2,620
130
$2.63M 0.26%
19,834
-3,600
131
$2.63M 0.26%
109,065
+9,155
132
$2.61M 0.25%
18,043
+850
133
$2.6M 0.25%
127,805
+5,715
134
$2.52M 0.25%
45,191
+3,440
135
$2.49M 0.24%
34,783
+335
136
$2.39M 0.23%
42,730
+2,995
137
$2.27M 0.22%
75,920
-8,462
138
$2.23M 0.22%
10,291
+725
139
$2.23M 0.22%
29,505
+2,480
140
$2.2M 0.22%
49,003
+5,300
141
$2.06M 0.2%
53,010
+1,705
142
$2.05M 0.2%
16,999
143
$2.02M 0.2%
94,158
+3,959
144
$1.97M 0.19%
123,250
+700
145
$1.95M 0.19%
19,708
+145
146
$1.92M 0.19%
128,360
+56,545
147
$1.88M 0.18%
53,310
+3,110
148
$1.88M 0.18%
16,645
+775
149
$1.84M 0.18%
34,925
-805
150
$1.81M 0.18%
32,360
+1,385
4 5
6
7 8