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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$951K 0.08%
18,464
+639
202
$941K 0.08%
39,175
-1,500
203
$895K 0.07%
13,761
204
$888K 0.07%
14,068
+358
205
$867K 0.07%
15,750
206
$818K 0.07%
10,955
-100
207
$790K 0.06%
19,040
-440
208
$775K 0.06%
7,979
+43
209
$754K 0.06%
18,692
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210
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28,472
-1,930
211
$749K 0.06%
6,882
+223
212
$711K 0.06%
28,912
-333
213
$708K 0.06%
5,401
214
$679K 0.05%
13,622
-1,171
215
$664K 0.05%
13,147
216
$633K 0.05%
8,538
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217
$618K 0.05%
6,950
218
$606K 0.05%
13,700
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219
$595K 0.05%
6,896
220
$568K 0.05%
59,500
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221
$564K 0.05%
23,000
222
$563K 0.05%
5,760
+43
223
$562K 0.05%
7,770
-100
224
$552K 0.04%
4,910
-45
225
$545K 0.04%
8,215
7 8
9
10 11