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
$727M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.6M
3
+$4.38M
4
GD icon
General Dynamics
GD
+$4.35M
5
MRK icon
Merck
MRK
+$4.23M

Top Sells

1
+$3.71M
2
+$2.67M
3
+$2.48M
4
PNRA
Panera Bread Co
PNRA
+$2.17M
5
DTV
DIRECTV COM STK (DE)
DTV
+$1.87M

Sector Composition

1 Healthcare 19.93%
2 Industrials 12.78%
3 Consumer Staples 12.68%
4 Technology 12.35%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$440K 0.06%
+5,685
202
$437K 0.06%
7,356
+1,277
203
$430K 0.06%
5,310
+2,112
204
$427K 0.06%
9,044
+1,458
205
$425K 0.06%
3,795
+733
206
$425K 0.06%
+11,608
207
$416K 0.06%
+9,750
208
$414K 0.06%
16,900
+5,900
209
$399K 0.05%
10,842
+1,377
210
$397K 0.05%
5,035
211
$387K 0.05%
7,934
+89
212
$387K 0.05%
9,610
+3,700
213
$380K 0.05%
+9,060
214
$369K 0.05%
4,975
+1,400
215
$367K 0.05%
7,255
-60
216
$352K 0.05%
6,094
+1,122
217
$351K 0.05%
+9,000
218
$346K 0.05%
5,478
+38
219
$333K 0.05%
10,346
+1,706
220
$327K 0.05%
15,043
221
$313K 0.04%
3,000
222
$312K 0.04%
38,200
+11,500
223
$304K 0.04%
7,440
+250
224
$304K 0.04%
+35,000
225
$294K 0.04%
25,800
+2,600
7 8
9
10 11