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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.78M 0.28%
17,521
-728
127
$3.68M 0.27%
93,385
+3,960
128
$3.66M 0.27%
142,410
+59,605
129
$3.62M 0.27%
129,904
-12,281
130
$3.59M 0.26%
34,520
+205
131
$3.56M 0.26%
101,716
-9,999
132
$3.53M 0.26%
36,843
-954
133
$3.47M 0.25%
70,050
-7,622
134
$3.46M 0.25%
24,885
-256
135
$3.28M 0.24%
52,717
+2,176
136
$3.25M 0.24%
176,466
+7,392
137
$3.23M 0.24%
59,262
+7,933
138
$3.22M 0.24%
50,390
-3,455
139
$3.22M 0.24%
88,495
-3,535
140
$3.2M 0.24%
78,372
-8,540
141
$3.19M 0.23%
166,985
-7,090
142
$3.17M 0.23%
84,420
-4,255
143
$3.1M 0.23%
49,463
-4,412
144
$2.76M 0.2%
57,140
-2,805
145
$2.76M 0.2%
19,912
+891
146
$2.74M 0.2%
115,495
-1,230
147
$2.71M 0.2%
72,009
-2,291
148
$2.7M 0.2%
61,770
149
$2.67M 0.2%
35,433
-404
150
$2.64M 0.19%
38,741
-1,066
4 5
6
7 8