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
$1.05B
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.29M
3
+$3.13M
4
EMR icon
Emerson Electric
EMR
+$3.05M
5
WST icon
West Pharmaceutical
WST
+$2.85M

Top Sells

1
+$6.37M
2
+$5.85M
3
+$4.82M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$3.97M
5
SRCL
Stericycle Inc
SRCL
+$3.48M

Sector Composition

1 Healthcare 19.8%
2 Technology 12.87%
3 Industrials 12.72%
4 Consumer Staples 11.97%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 2.17%
149,388
+20,538
2
$22.6M 2.16%
220,290
+2,640
3
$20.6M 1.97%
190,653
+23,357
4
$18.6M 1.78%
337,142
+6,150
5
$17.7M 1.69%
122,016
+1,989
6
$16.9M 1.62%
202,491
+4,803
7
$16.6M 1.58%
124,196
-442
8
$16.2M 1.55%
299,724
+4,621
9
$15.6M 1.49%
573,056
-26,792
10
$14.7M 1.4%
521,534
+18,656
11
$13.3M 1.27%
103,291
-1,580
12
$12.9M 1.23%
255,400
+4,248
13
$12.5M 1.2%
548,298
+6,210
14
$12.4M 1.18%
435,144
+25,973
15
$12.1M 1.16%
112,765
-1,434
16
$12M 1.15%
778,300
+277,600
17
$11.1M 1.06%
173,726
+43,055
18
$10.4M 0.99%
350,544
+13,038
19
$10.3M 0.99%
338,340
+450
20
$10.3M 0.98%
103,682
+4,632
21
$10.1M 0.96%
170,400
+3,492
22
$10.1M 0.96%
122,141
+7,649
23
$10M 0.96%
144,940
+41,081
24
$9.97M 0.95%
86,415
+19,931
25
$9.95M 0.95%
171,845
+960
1
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