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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.77M 0.16%
36,898
+1,015
152
$1.7M 0.15%
44,000
+2,510
153
$1.7M 0.15%
41,250
+250
154
$1.64M 0.15%
28,387
+1,943
155
$1.64M 0.15%
52,424
-596
156
$1.63M 0.15%
33,285
-18,925
157
$1.6M 0.14%
14,882
-300
158
$1.6M 0.14%
41,165
-4,250
159
$1.6M 0.14%
13,885
+30
160
$1.58M 0.14%
98,020
+860
161
$1.57M 0.14%
12,049
162
$1.55M 0.14%
36,152
+2,135
163
$1.51M 0.13%
23,342
+158
164
$1.49M 0.13%
17,893
+4,102
165
$1.49M 0.13%
+42,910
166
$1.46M 0.13%
35,601
-400
167
$1.42M 0.13%
26,475
-150
168
$1.36M 0.12%
21,704
+10,100
169
$1.34M 0.12%
36,511
170
$1.31M 0.12%
12,930
+130
171
$1.26M 0.11%
15,650
172
$1.24M 0.11%
11,888
-25
173
$1.22M 0.11%
8,007
+247
174
$1.21M 0.11%
17,194
-50
175
$1.19M 0.11%
76,125
+2,815
5 6
7
8 9