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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.12M
3
+$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1
+$4.44M
2
+$3.71M
3
+$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.14M 0.21%
42,402
+1,430
152
$2.13M 0.21%
10,511
+35
153
$2.1M 0.2%
31,820
+15,535
154
$2.08M 0.2%
16,695
+2,055
155
$1.96M 0.19%
63,557
+30,417
156
$1.93M 0.19%
9,360
-879
157
$1.9M 0.18%
20,335
+6,085
158
$1.89M 0.18%
32,840
+905
159
$1.84M 0.18%
+43,995
160
$1.77M 0.17%
17,801
+6,482
161
$1.77M 0.17%
43,000
-900
162
$1.72M 0.17%
26,985
+550
163
$1.72M 0.17%
12,439
-3,225
164
$1.63M 0.16%
73,300
+300
165
$1.62M 0.16%
35,872
-250
166
$1.56M 0.15%
16,082
+200
167
$1.56M 0.15%
+24,800
168
$1.43M 0.14%
39,505
+775
169
$1.36M 0.13%
59,090
+6,909
170
$1.36M 0.13%
41,512
-599
171
$1.35M 0.13%
31,200
+3,350
172
$1.35M 0.13%
11,944
173
$1.32M 0.13%
9,181
+1,783
174
$1.31M 0.13%
30,674
-20,257
175
$1.3M 0.13%
29,477
+1,200
5 6
7
8 9