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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.29M 0.27%
102,576
+1,648
127
$3.28M 0.26%
+42,085
128
$3.23M 0.26%
26,816
+71
129
$3.17M 0.26%
60,247
+2,320
130
$3.17M 0.26%
13,291
+225
131
$3.14M 0.25%
29,475
+170
132
$3.13M 0.25%
20,526
-350
133
$3.1M 0.25%
80,140
+1,675
134
$3.1M 0.25%
51,870
+3,505
135
$3.09M 0.25%
34,370
+95
136
$3.08M 0.25%
88,789
+2,540
137
$3.07M 0.25%
33,111
-15,415
138
$3.07M 0.25%
59,265
+8,337
139
$3.07M 0.25%
98,490
+4,582
140
$3.05M 0.25%
104,260
+1,960
141
$2.83M 0.23%
96,694
+1,350
142
$2.81M 0.23%
28,055
+1,660
143
$2.78M 0.22%
57,724
+137
144
$2.73M 0.22%
33,922
-1,366
145
$2.69M 0.22%
109,135
+3,735
146
$2.67M 0.21%
104,050
+8,715
147
$2.6M 0.21%
62,935
-2,626
148
$2.6M 0.21%
121,750
-3,050
149
$2.48M 0.2%
82,524
-2,994
150
$2.43M 0.2%
20,283
+61
4 5
6
7 8