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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M 0.1%
15,286
+900
177
$1.01M 0.1%
27,563
-2,615
178
$1M 0.1%
17,244
+1,200
179
$992K 0.1%
26,245
+4,775
180
$990K 0.1%
15,400
+1,000
181
$955K 0.09%
32,980
+1,608
182
$947K 0.09%
8,359
+382
183
$933K 0.09%
27,412
+3,500
184
$910K 0.09%
13,090
+2,163
185
$890K 0.09%
27,125
-13,786
186
$880K 0.09%
14,170
187
$860K 0.08%
35,911
-1,014
188
$840K 0.08%
36,080
+180
189
$825K 0.08%
4,045
190
$786K 0.08%
6,200
-500
191
$773K 0.08%
16,566
-2,370
192
$771K 0.08%
8,353
193
$768K 0.08%
18,725
-1,500
194
$760K 0.07%
13,052
-72
195
$744K 0.07%
8,402
+667
196
$738K 0.07%
14,240
197
$735K 0.07%
22,832
+870
198
$729K 0.07%
8,298
199
$709K 0.07%
16,100
200
$682K 0.07%
26,553
-79,240
6 7
8
9 10