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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.72M 0.12%
31,246
-1,650
177
$2.6M 0.11%
15,677
+1,100
178
$2.52M 0.11%
31,256
-300
179
$2.44M 0.1%
12,721
180
$2.44M 0.1%
93,925
+2,200
181
$2.38M 0.1%
168,266
-400
182
$2.37M 0.1%
34,901
+1,075
183
$2.35M 0.1%
27,559
184
$2.33M 0.1%
36,760
185
$2.3M 0.1%
15,123
-225
186
$2.28M 0.1%
10,413
-993
187
$2.13M 0.09%
40,475
+1,230
188
$2.09M 0.09%
26,657
-928
189
$2.06M 0.09%
15,460
-240
190
$2.05M 0.09%
74,953
+6,400
191
$2.05M 0.09%
22,660
-340
192
$2M 0.09%
32,325
-1,730
193
$2M 0.09%
21,215
+6,900
194
$1.84M 0.08%
7,740
-325
195
$1.83M 0.08%
23,467
-187
196
$1.61M 0.07%
20,950
-1,570
197
$1.57M 0.07%
25,615
-2,000
198
$1.55M 0.07%
2,715
-3
199
$1.52M 0.07%
11,784
+290
200
$1.51M 0.07%
8,950
-350
6 7
8
9 10