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
$1.15B
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.63M
3
+$4.3M
4
LKQ icon
LKQ Corp
LKQ
+$3.56M
5
APH icon
Amphenol
APH
+$3.36M

Top Sells

1
+$7.17M
2
+$3.37M
3
+$3.05M
4
HSY icon
Hershey
HSY
+$2.52M
5
GE icon
GE Aerospace
GE
+$2.52M

Sector Composition

1 Healthcare 20.88%
2 Technology 12.47%
3 Industrials 12.13%
4 Consumer Staples 12.03%
5 Consumer Discretionary 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$789K 0.07%
13,761
-166
202
$764K 0.07%
6,100
-100
203
$737K 0.06%
11,055
-200
204
$682K 0.06%
17,560
+1,080
205
$679K 0.06%
8,512
206
$669K 0.06%
7,936
-317
207
$667K 0.06%
10,150
208
$665K 0.06%
15,289
-474
209
$664K 0.06%
4,901
+50
210
$642K 0.06%
14,960
+547
211
$616K 0.05%
8,170
-558
212
$615K 0.05%
29,312
+645
213
$614K 0.05%
+8,610
214
$605K 0.05%
9,465
215
$592K 0.05%
61,700
216
$586K 0.05%
12,700
-100
217
$568K 0.05%
6,659
218
$558K 0.05%
7,654
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219
$551K 0.05%
13,587
-228
220
$537K 0.05%
33,000
221
$526K 0.05%
4,320
-200
222
$526K 0.05%
6,896
223
$516K 0.04%
7,175
224
$490K 0.04%
8,015
-500
225
$478K 0.04%
5,930
+545
7 8
9
10 11