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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.41M 0.11%
+33,582
177
$1.38M 0.11%
24,143
-996
178
$1.37M 0.11%
30,694
+1,844
179
$1.34M 0.11%
36,460
+1,030
180
$1.31M 0.11%
7,770
+960
181
$1.24M 0.1%
5,272
-432
182
$1.23M 0.1%
36,005
-760
183
$1.22M 0.1%
7,424
-472
184
$1.2M 0.1%
15,220
-250
185
$1.17M 0.09%
11,282
+695
186
$1.16M 0.09%
6,932
+568
187
$1.14M 0.09%
25,516
-1,862
188
$1.13M 0.09%
16,811
+17
189
$1.13M 0.09%
14,500
-150
190
$1.13M 0.09%
14,497
+611
191
$1.12M 0.09%
10,684
192
$1.1M 0.09%
13,450
193
$1.05M 0.08%
9,329
+1,606
194
$1.05M 0.08%
20,175
195
$1.01M 0.08%
12,550
+795
196
$1.01M 0.08%
14,126
+1,699
197
$984K 0.08%
7,499
+440
198
$978K 0.08%
3,654
-77
199
$975K 0.08%
19,803
-210
200
$957K 0.08%
29,120
+2,440
6 7
8
9 10