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
$911M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$5.02M
3
+$4.98M
4
ABT icon
Abbott
ABT
+$4.79M
5
HD icon
Home Depot
HD
+$4.54M

Top Sells

1
+$4.37M
2
+$4.16M
3
+$4.1M
4
ETN icon
Eaton
ETN
+$4.05M
5
BAX icon
Baxter International
BAX
+$4.03M

Sector Composition

1 Healthcare 20.27%
2 Technology 14.25%
3 Industrials 11.41%
4 Consumer Staples 10.64%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 2.63%
224,561
+18,559
2
$23.2M 2.54%
127,581
-1,554
3
$22M 2.41%
233,549
-2,135
4
$21.5M 2.36%
230,873
+53,499
5
$16.1M 1.77%
321,834
+14,005
6
$15.4M 1.69%
612,456
-13,092
7
$14.5M 1.59%
117,867
+1,475
8
$14.3M 1.57%
253,412
-2,786
9
$14M 1.54%
550,590
+1,020
10
$12.9M 1.41%
459,524
+1,202
11
$12.9M 1.41%
101,120
+1,012
12
$12.6M 1.38%
272,196
+29,826
13
$11.2M 1.23%
122,022
+49,471
14
$10.1M 1.11%
289,485
-78,640
15
$9.47M 1.04%
227,643
+115,102
16
$9.37M 1.03%
111,909
-26,259
17
$9.14M 1%
176,245
+3,567
18
$9.11M 1%
84,028
-2,161
19
$8.87M 0.97%
87,192
-8,825
20
$8.68M 0.95%
73,268
-1,963
21
$8.64M 0.95%
91,175
+4,735
22
$8.21M 0.9%
308,549
+12,418
23
$8.21M 0.9%
305,314
-936
24
$8.04M 0.88%
101,037
-14,848
25
$8.04M 0.88%
41,276
+314
1
2 3 4 5