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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.39M 0.19%
62,095
+4,250
152
$2.38M 0.19%
55,155
-29,390
153
$2.36M 0.19%
65,170
-1,656
154
$2.33M 0.19%
16,948
+1,790
155
$2.27M 0.18%
41,057
-400
156
$2.18M 0.18%
61,170
+5,570
157
$2.15M 0.17%
31,732
+11,148
158
$2.15M 0.17%
65,460
+4,500
159
$2.13M 0.17%
53,964
-160
160
$2.11M 0.17%
180,939
+6,045
161
$2.1M 0.17%
23,715
-13,675
162
$2.05M 0.17%
15,156
+648
163
$1.95M 0.16%
23,435
-225
164
$1.89M 0.15%
116,200
+9,750
165
$1.81M 0.15%
22,507
+27
166
$1.74M 0.14%
25,383
-499
167
$1.71M 0.14%
12,574
168
$1.7M 0.14%
+41,472
169
$1.69M 0.14%
33,975
+375
170
$1.63M 0.13%
23,021
+303
171
$1.6M 0.13%
14,670
-1,000
172
$1.58M 0.13%
11,945
+157
173
$1.58M 0.13%
14,725
-75
174
$1.47M 0.12%
15,862
+1,946
175
$1.45M 0.12%
10,765
+275
5 6
7
8 9