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
$1.02B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.85M
3
+$4.95M
4
MSFT icon
Microsoft
MSFT
+$4.85M
5
SIG icon
Signet Jewelers
SIG
+$2.94M

Top Sells

1
+$9.63M
2
+$4.95M
3
+$3.94M
4
BDX icon
Becton Dickinson
BDX
+$3.38M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Healthcare 19.73%
2 Industrials 12.29%
3 Technology 11.95%
4 Consumer Staples 11.85%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$670K 0.07%
12,221
+491
202
$670K 0.07%
14,109
-2,815
203
$633K 0.06%
+21,123
204
$609K 0.06%
11,255
+150
205
$604K 0.06%
10,211
+1,458
206
$602K 0.06%
15,770
-80
207
$598K 0.06%
4,851
208
$581K 0.06%
8,512
-125
209
$562K 0.05%
61,700
-200
210
$549K 0.05%
8,131
-2,263
211
$547K 0.05%
16,750
-23,354
212
$531K 0.05%
9,217
-1,100
213
$505K 0.05%
35,749
-10,000
214
$503K 0.05%
+16,750
215
$494K 0.05%
12,800
216
$489K 0.05%
43,000
-30,000
217
$482K 0.05%
2,888
-2,987
218
$478K 0.05%
6,267
219
$472K 0.05%
6,896
220
$463K 0.05%
8,809
+661
221
$459K 0.04%
11,770
+170
222
$458K 0.04%
8,800
-262
223
$458K 0.04%
5,596
-250
224
$449K 0.04%
8,440
225
$448K 0.04%
11,800
-253,640
7 8
9
10 11