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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.58M 0.26%
57,185
-2,077
127
$3.51M 0.25%
89,134
+639
128
$3.5M 0.25%
54,369
+1,652
129
$3.46M 0.25%
180,763
+4,297
130
$3.46M 0.25%
70,020
-30
131
$3.45M 0.25%
168,290
+1,305
132
$3.44M 0.25%
98,128
-3,588
133
$3.35M 0.24%
17,346
-175
134
$3.35M 0.24%
36,819
-24
135
$3.15M 0.23%
50,020
-370
136
$3.12M 0.22%
16,715
+8,718
137
$3.08M 0.22%
73,772
-4,600
138
$3.05M 0.22%
30,950
+575
139
$3.04M 0.22%
70,751
-1,258
140
$2.97M 0.21%
45,893
-3,570
141
$2.88M 0.21%
60,402
-922
142
$2.85M 0.21%
145,920
+3,510
143
$2.74M 0.2%
19,818
-94
144
$2.68M 0.19%
37,850
+2,417
145
$2.65M 0.19%
61,570
-200
146
$2.58M 0.19%
46,383
+85
147
$2.55M 0.18%
38,683
-58
148
$2.51M 0.18%
15,308
+255
149
$2.48M 0.18%
70,775
+15,570
150
$2.47M 0.18%
25,295
-15,060
4 5
6
7 8