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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.18M 0.11%
15,086
177
$1.16M 0.1%
11,101
+31
178
$1.12M 0.1%
27,446
+1,400
179
$1.1M 0.1%
24,312
-1,300
180
$1.06M 0.1%
7,346
-3,525
181
$1.04M 0.09%
33,695
-1,614
182
$1.03M 0.09%
20,275
+1,050
183
$997K 0.09%
26,797
-328
184
$991K 0.09%
10,672
+3,375
185
$962K 0.09%
13,750
-300
186
$954K 0.09%
15,175
187
$948K 0.08%
37,360
+300
188
$943K 0.08%
3,800
-6,371
189
$943K 0.08%
26,485
-710
190
$886K 0.08%
12,852
191
$859K 0.08%
29,460
+1,920
192
$858K 0.08%
6,200
193
$852K 0.08%
14,015
+270
194
$847K 0.08%
7,244
+525
195
$847K 0.08%
4,044
+49
196
$834K 0.07%
8,198
197
$804K 0.07%
16,100
198
$773K 0.07%
13,927
199
$739K 0.07%
4,851
200
$718K 0.06%
8,512
6 7
8
9 10