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
$1.03B
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$3.12M
3 +$2.73M
4
SPSC icon
SPS Commerce
SPSC
+$2.59M
5
BDX icon
Becton Dickinson
BDX
+$2.58M

Top Sells

1 +$4.44M
2 +$3.71M
3 +$2.75M
4
DUK icon
Duke Energy
DUK
+$2.39M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Healthcare 22.84%
2 Technology 12.81%
3 Consumer Staples 11.85%
4 Industrials 11.82%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$805K 0.08%
18,240
-180
202
$804K 0.08%
35,255
-6,140
203
$794K 0.08%
7,595
+3,665
204
$792K 0.08%
+32,390
205
$775K 0.08%
16,150
206
$771K 0.07%
20,425
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207
$769K 0.07%
10,335
-1,410
208
$751K 0.07%
47,749
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209
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-200
211
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212
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8,332
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8,538
-20
214
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11,230
+1,300
215
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218
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8,504
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219
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220
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221
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222
$587K 0.06%
15,060
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223
$586K 0.06%
10,445
-200
224
$567K 0.06%
61,900
-1,000
225
$559K 0.05%
7,118
-327