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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.61M 0.19%
46,298
-28,802
152
$2.5M 0.18%
49,429
-8,094
153
$2.5M 0.18%
61,324
-810
154
$2.47M 0.18%
30,375
-4,150
155
$2.41M 0.18%
15,156
-58
156
$2.4M 0.18%
104,050
-10,350
157
$2.3M 0.17%
25,195
-17,345
158
$2.29M 0.17%
15,053
+30
159
$2.23M 0.16%
21,442
-269
160
$2.18M 0.16%
20,680
+190
161
$2.02M 0.15%
13,686
-825
162
$1.97M 0.14%
177,558
-7,520
163
$1.89M 0.14%
14,185
+1,445
164
$1.81M 0.13%
55,205
-6,675
165
$1.77M 0.13%
39,635
+1,875
166
$1.75M 0.13%
11,684
+1,065
167
$1.7M 0.12%
18,170
+1,005
168
$1.68M 0.12%
32,185
+466
169
$1.65M 0.12%
20,375
+2,470
170
$1.63M 0.12%
20,360
-275
171
$1.62M 0.12%
18,078
+51
172
$1.61M 0.12%
20,361
-301
173
$1.59M 0.12%
7,997
-135
174
$1.59M 0.12%
10,748
+158
175
$1.51M 0.11%
33,150
-2,260
5 6
7
8 9