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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.86M 0.26%
50,866
+320
127
$2.81M 0.25%
70,380
+2,515
128
$2.79M 0.25%
70,168
+25,708
129
$2.77M 0.25%
47,975
+1,795
130
$2.74M 0.25%
11,867
+1,497
131
$2.71M 0.24%
89,426
+2,046
132
$2.7M 0.24%
90,489
-3,684
133
$2.64M 0.24%
62,319
+1,665
134
$2.59M 0.23%
91,644
+7,490
135
$2.58M 0.23%
205,614
-3,079
136
$2.53M 0.23%
42,770
+315
137
$2.49M 0.22%
34,098
-90
138
$2.45M 0.22%
67,820
-6,000
139
$2.42M 0.22%
43,333
+2,170
140
$2.41M 0.22%
68,925
+1,075
141
$2.29M 0.21%
20,665
+1,495
142
$2.29M 0.2%
35,268
+80
143
$2.23M 0.2%
+55,623
144
$2.03M 0.18%
25,085
-1,350
145
$2.02M 0.18%
36,149
+1,039
146
$2.01M 0.18%
15,269
-1,730
147
$1.97M 0.18%
127,300
+4,300
148
$1.88M 0.17%
54,955
+1,565
149
$1.82M 0.16%
71,862
-3,848
150
$1.81M 0.16%
33,730
-1,015
4 5
6
7 8