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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.46M 0.18%
+46,798
152
$2.44M 0.18%
49,487
+58
153
$2.4M 0.17%
58,310
+1,170
154
$2.39M 0.17%
52,505
-38,500
155
$2.36M 0.17%
15,156
156
$2.35M 0.17%
21,352
-90
157
$2.35M 0.17%
21,084
+404
158
$2.35M 0.17%
101,850
-2,200
159
$2.31M 0.17%
+43,290
160
$2.25M 0.16%
25,611
+416
161
$2.24M 0.16%
18,298
-6,587
162
$2.15M 0.15%
15,860
+1,675
163
$2.11M 0.15%
+20,985
164
$2.08M 0.15%
15,361
+1,675
165
$2.04M 0.15%
184,092
+6,534
166
$2.03M 0.15%
12,044
+360
167
$1.92M 0.14%
22,946
-195
168
$1.92M 0.14%
41,360
+1,725
169
$1.8M 0.13%
18,385
+215
170
$1.76M 0.13%
10,956
+208
171
$1.68M 0.12%
21,383
+1,022
172
$1.66M 0.12%
20,610
+250
173
$1.65M 0.12%
32,745
+560
174
$1.51M 0.11%
33,290
+140
175
$1.45M 0.1%
7,858
+1,400
5 6
7
8 9