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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$703K 0.06%
8,253
-100
202
$698K 0.06%
20,317
+465
203
$687K 0.06%
15,763
-272
204
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205
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9,465
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206
$672K 0.06%
11,255
207
$663K 0.06%
24,389
-1,364
208
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8,728
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209
$606K 0.05%
12,800
210
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10,150
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211
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28,667
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212
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14,413
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213
$571K 0.05%
61,700
214
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16,480
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215
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7,471
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216
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8,515
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217
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6,659
218
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4,520
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219
$525K 0.05%
8,809
220
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221
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4,400
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222
$458K 0.04%
2,888
223
$457K 0.04%
7,175
224
$455K 0.04%
6,896
225
$444K 0.04%
33,000
7 8
9
10 11