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
$1.39B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.57M 0.19%
39,807
-350
152
$2.57M 0.19%
35,837
+530
153
$2.5M 0.18%
15,214
154
$2.43M 0.18%
54,716
+8,288
155
$2.4M 0.17%
+66,775
156
$2.4M 0.17%
114,400
-3,500
157
$2.38M 0.17%
62,134
+2,260
158
$2.33M 0.17%
61,880
+14,160
159
$2.33M 0.17%
20,490
+1,320
160
$2.31M 0.17%
185,078
+5,879
161
$2.29M 0.17%
15,023
+230
162
$2.29M 0.17%
14,511
-1,050
163
$2.27M 0.16%
21,711
-400
164
$1.9M 0.14%
12,740
+510
165
$1.85M 0.13%
10,590
+545
166
$1.82M 0.13%
37,760
+370
167
$1.77M 0.13%
10,635
-485
168
$1.76M 0.13%
20,635
-925
169
$1.71M 0.12%
18,027
+190
170
$1.71M 0.12%
17,165
-15
171
$1.66M 0.12%
20,662
-715
172
$1.65M 0.12%
10,619
-2,915
173
$1.65M 0.12%
18,180
+5
174
$1.61M 0.12%
8,132
+285
175
$1.59M 0.12%
10,910
-1,307
5 6
7
8 9