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
$1.39B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4M 0.29%
42,540
-1,155
127
$3.92M 0.28%
77,672
+955
128
$3.88M 0.28%
111,715
+6,395
129
$3.86M 0.28%
174,075
+28,840
130
$3.86M 0.28%
169,074
+33,055
131
$3.77M 0.27%
92,030
-1,105
132
$3.76M 0.27%
59,945
+4,459
133
$3.71M 0.27%
89,425
+290
134
$3.66M 0.26%
50,541
-2,925
135
$3.58M 0.26%
53,875
-3,205
136
$3.5M 0.25%
53,845
-375
137
$3.43M 0.25%
18,249
-1,320
138
$3.41M 0.25%
25,141
-390
139
$3.39M 0.25%
86,912
-1,700
140
$3.38M 0.24%
88,675
+4,440
141
$3.33M 0.24%
72,210
+3,270
142
$3.28M 0.24%
37,797
-4,225
143
$3.27M 0.24%
51,329
+655
144
$3.16M 0.23%
57,523
-1,817
145
$3.06M 0.22%
51,620
+1,920
146
$2.86M 0.21%
74,300
-4,115
147
$2.81M 0.2%
34,525
-6,735
148
$2.8M 0.2%
19,021
-1,195
149
$2.74M 0.2%
82,805
+6,205
150
$2.71M 0.2%
61,770
-1,600
4 5
6
7 8