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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.51M 0.11%
9,652
-983
177
$1.51M 0.11%
11,019
+109
178
$1.5M 0.11%
+23,141
179
$1.39M 0.1%
36,930
-1,235
180
$1.37M 0.1%
13,068
-57
181
$1.27M 0.09%
13,350
182
$1.27M 0.09%
14,900
+75
183
$1.26M 0.09%
18,639
-622
184
$1.21M 0.09%
4,601
-229
185
$1.17M 0.09%
10,484
-200
186
$1.15M 0.08%
3,412
-301
187
$1.15M 0.08%
11,600
188
$1.11M 0.08%
7,572
-62
189
$1.1M 0.08%
6,458
-117
190
$1.09M 0.08%
20,941
+4,311
191
$1.03M 0.08%
17,175
192
$1.01M 0.07%
6,534
-50
193
$1.01M 0.07%
14,744
-17
194
$994K 0.07%
12,750
-150
195
$964K 0.07%
28,782
-463
196
$951K 0.07%
+17,097
197
$943K 0.07%
20,612
-2,100
198
$914K 0.07%
16,488
-876
199
$913K 0.07%
17,700
-1,420
200
$897K 0.07%
7,236
6 7
8
9 10