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
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.08M
3
+$3.69M
4
ROST icon
Ross Stores
ROST
+$3.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.02M

Top Sells

1
+$6.09M
2
+$3.82M
3
+$3.73M
4
GE icon
GE Aerospace
GE
+$3.46M
5
HSIC icon
Henry Schein
HSIC
+$3.45M

Sector Composition

1 Healthcare 17.92%
2 Technology 15.07%
3 Consumer Staples 11.39%
4 Financials 11.37%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.58M 0.11%
31,719
+600
177
$1.56M 0.11%
13,125
-900
178
$1.56M 0.11%
19,261
-100
179
$1.56M 0.11%
35,410
-920
180
$1.45M 0.1%
38,165
-75
181
$1.41M 0.1%
17,905
-4,005
182
$1.4M 0.1%
13,350
-100
183
$1.32M 0.1%
11,600
-2,100
184
$1.29M 0.09%
4,830
+100
185
$1.26M 0.09%
14,825
+1,165
186
$1.25M 0.09%
10,684
187
$1.19M 0.09%
3,713
188
$1.14M 0.08%
6,575
-825
189
$1.13M 0.08%
7,634
-20
190
$1.11M 0.08%
17,364
-2,500
191
$1.1M 0.08%
12,900
-350
192
$1.09M 0.08%
27,949
-4,113
193
$1.09M 0.08%
14,761
-2,050
194
$1.07M 0.08%
22,712
-1,250
195
$1.04M 0.08%
17,175
-5,000
196
$1.03M 0.07%
6,584
-500
197
$1M 0.07%
19,120
198
$1M 0.07%
8,757
-120
199
$981K 0.07%
9,290
200
$980K 0.07%
13,725
-76
6 7
8
9 10