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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$10.3M
3 +$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1 +$12.3M
2 +$10.2M
3 +$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$6.62M 0.28%
77,007
-99
127
$6.13M 0.26%
33,769
-1,382
128
$6.07M 0.26%
26,512
-1,120
129
$5.68M 0.24%
80,203
+913
130
$5.58M 0.24%
151,533
+2,205
131
$5.47M 0.24%
20,056
-18
132
$5.45M 0.23%
82,444
+4,263
133
$5.41M 0.23%
77,068
+200
134
$5.41M 0.23%
102,071
+577
135
$5.38M 0.23%
124,377
+3,073
136
$5.36M 0.23%
138,203
+41,312
137
$5.3M 0.23%
75,149
+24,330
138
$5.27M 0.23%
63,966
-1,437
139
$5.21M 0.22%
63,014
-56
140
$5.07M 0.22%
133,336
+6,696
141
$4.89M 0.21%
292,561
+5,933
142
$4.77M 0.2%
217,260
+8,500
143
$4.75M 0.2%
22,378
-80
144
$4.58M 0.2%
170,200
-750
145
$4.48M 0.19%
30,070
-1,807
146
$4.43M 0.19%
241,492
+5,338
147
$4.42M 0.19%
50,061
+406
148
$4.39M 0.19%
11,130
149
$4.38M 0.19%
21,002
+650
150
$4.24M 0.18%
64,295
-505