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
$1.39B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.78M
3
+$3.83M
4
KHC icon
Kraft Heinz
KHC
+$3.36M
5
GD icon
General Dynamics
GD
+$2.93M

Top Sells

1
+$7.13M
2
+$3.99M
3
+$3.38M
4
MMC icon
Marsh & McLennan
MMC
+$3.35M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.17M

Sector Composition

1 Healthcare 19.33%
2 Technology 16.36%
3 Consumer Staples 11.62%
4 Financials 11.39%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$916K 0.07%
22,540
+200
202
$913K 0.07%
6,534
203
$911K 0.07%
4,635
204
$904K 0.07%
10,865
+2,962
205
$899K 0.06%
8,162
-20
206
$858K 0.06%
19,466
-1,146
207
$806K 0.06%
12,398
-33
208
$802K 0.06%
6,896
209
$795K 0.06%
14,006
+959
210
$778K 0.06%
7,236
211
$762K 0.05%
9,434
+1,202
212
$739K 0.05%
16,403
-300
213
$694K 0.05%
9,972
+498
214
$684K 0.05%
9,155
+131
215
$682K 0.05%
19,092
+1,000
216
$629K 0.05%
8,967
-16
217
$604K 0.04%
2,915
218
$602K 0.04%
23,915
+480
219
$587K 0.04%
7,055
+130
220
$577K 0.04%
6,915
+40
221
$562K 0.04%
10,850
+260
222
$549K 0.04%
3,915
223
$510K 0.04%
7,447
+333
224
$495K 0.04%
56,200
-2,000
225
$484K 0.03%
6,000
-936
7 8
9
10 11