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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.51M 0.07%
6,394
202
$1.51M 0.06%
7,315
-100
203
$1.44M 0.06%
6,577
+1
204
$1.42M 0.06%
9,725
+1,300
205
$1.41M 0.06%
6,639
+75
206
$1.36M 0.06%
12,216
-2,138
207
$1.36M 0.06%
31,246
-48
208
$1.35M 0.06%
22,596
-75
209
$1.33M 0.06%
16,952
210
$1.31M 0.06%
3,922
-15
211
$1.28M 0.05%
18,809
-2,557
212
$1.27M 0.05%
3,660
213
$1.24M 0.05%
8,657
+195
214
$1.23M 0.05%
13,830
+1,315
215
$1.15M 0.05%
7,902
-51
216
$1.12M 0.05%
4,628
-34
217
$1.1M 0.05%
15,225
-400
218
$1.1M 0.05%
1,904
+25
219
$1.08M 0.05%
8,500
-600
220
$1.07M 0.05%
19,190
+5,805
221
$992K 0.04%
12,773
+800
222
$991K 0.04%
4,265
223
$970K 0.04%
8,335
224
$961K 0.04%
2,786
225
$935K 0.04%
35,700
+500
7 8
9
10 11