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
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.44M 0.1%
36,930
177
$1.38M 0.1%
13,011
-57
178
$1.38M 0.1%
15,025
+125
179
$1.35M 0.1%
27,621
-69,154
180
$1.34M 0.1%
9,652
181
$1.33M 0.1%
10,502
-517
182
$1.3M 0.09%
14,127
-3,951
183
$1.25M 0.09%
18,400
-239
184
$1.25M 0.09%
4,609
+8
185
$1.22M 0.09%
13,350
186
$1.2M 0.09%
7,867
+295
187
$1.17M 0.08%
17,175
188
$1.15M 0.08%
28,554
-228
189
$1.13M 0.08%
21,701
+760
190
$1.13M 0.08%
12,100
+500
191
$1.09M 0.08%
23,692
+6,595
192
$1.09M 0.08%
10,484
193
$1.08M 0.08%
3,648
+236
194
$1.01M 0.07%
14,659
-85
195
$1.01M 0.07%
17,400
-1,050
196
$1.01M 0.07%
18,140
+440
197
$1M 0.07%
17,874
+1,386
198
$975K 0.07%
12,500
-250
199
$963K 0.07%
26,971
-502
200
$939K 0.07%
7,310
+2,920
6 7
8
9 10