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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$10.3M
3 +$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1 +$12.3M
2 +$10.2M
3 +$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$4.24M 0.18%
56,065
+175
152
$4.21M 0.18%
29,174
+15
153
$4.18M 0.18%
69,688
+780
154
$4.09M 0.18%
36,381
-436
155
$4.01M 0.17%
59,935
+3,300
156
$3.98M 0.17%
91,668
+160
157
$3.92M 0.17%
21,546
+435
158
$3.85M 0.17%
22,986
-400
159
$3.75M 0.16%
14,646
+200
160
$3.67M 0.16%
28,530
+170
161
$3.65M 0.16%
56,807
-7,428
162
$3.58M 0.15%
36,670
-963
163
$3.56M 0.15%
18,503
-75
164
$3.52M 0.15%
31,166
+215
165
$3.5M 0.15%
78,505
+3,325
166
$3.44M 0.15%
63,432
+396
167
$3.44M 0.15%
42,831
+1,601
168
$3.35M 0.14%
22,405
-9,310
169
$3.34M 0.14%
22,547
-11,250
170
$3.29M 0.14%
56,102
+1,503
171
$3.19M 0.14%
60,441
-52,554
172
$3.15M 0.14%
95,450
+2,750
173
$3.15M 0.14%
20,462
+752
174
$3.08M 0.13%
66,419
+700
175
$2.94M 0.13%
56,450