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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.78M 0.17%
41,447
+447
152
$1.72M 0.17%
26,735
-100
153
$1.65M 0.16%
38,305
+3,685
154
$1.63M 0.16%
61,465
+5,950
155
$1.62M 0.16%
34,565
-315
156
$1.53M 0.15%
36,526
+382
157
$1.53M 0.15%
26,061
+3,557
158
$1.51M 0.15%
24,931
-676
159
$1.48M 0.14%
15,351
-531
160
$1.46M 0.14%
11,081
-525
161
$1.43M 0.14%
52,655
+7,520
162
$1.41M 0.14%
39,710
+4,720
163
$1.33M 0.13%
96,540
-56,030
164
$1.32M 0.13%
33,832
+873
165
$1.32M 0.13%
26,425
+695
166
$1.3M 0.13%
12,894
+8,523
167
$1.26M 0.12%
7,785
168
$1.25M 0.12%
175,104
+14,438
169
$1.16M 0.11%
36,094
-402
170
$1.14M 0.11%
29,235
+3,730
171
$1.14M 0.11%
11,520
-244
172
$1.1M 0.11%
11,913
173
$1.05M 0.1%
12,225
-85
174
$1.05M 0.1%
52,090
-6,755
175
$1.04M 0.1%
15,275
-600
5 6
7
8 9