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
$1.36B
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.7M
3
+$4.56M
4
DFS
Discover Financial Services
DFS
+$4.46M
5
COST icon
Costco
COST
+$4.22M

Top Sells

1
+$6.09M
2
+$5.19M
3
+$5.04M
4
EPAM icon
EPAM Systems
EPAM
+$3.83M
5
AMT icon
American Tower
AMT
+$2.9M

Sector Composition

1 Healthcare 18.37%
2 Technology 15.94%
3 Financials 12.13%
4 Industrials 10.94%
5 Consumer Staples 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$895K 0.07%
8,182
-575
202
$880K 0.06%
18,450
+700
203
$866K 0.06%
22,340
-160
204
$865K 0.06%
27,473
-476
205
$818K 0.06%
8,232
-1,058
206
$813K 0.06%
13,047
-678
207
$812K 0.06%
4,635
-100
208
$787K 0.06%
12,431
209
$784K 0.06%
16,703
210
$726K 0.05%
6,896
211
$721K 0.05%
9,024
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212
$678K 0.05%
7,903
+5,468
213
$667K 0.05%
18,092
+1,600
214
$657K 0.05%
8,983
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215
$651K 0.05%
4,825
-1,485
216
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23,435
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217
$603K 0.04%
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218
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2,915
-5
219
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4,390
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220
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58,200
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221
$562K 0.04%
9,474
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222
$560K 0.04%
6,875
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223
$541K 0.04%
5,717
-43
224
$537K 0.04%
3,915
-440
225
$534K 0.04%
19,178
-8,399
7 8
9
10 11