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
$1.12B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.67M
3
+$5.08M
4
CL icon
Colgate-Palmolive
CL
+$3.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.32M

Top Sells

1
+$5.54M
2
+$5.39M
3
+$4.28M
4
ILMN icon
Illumina
ILMN
+$3.31M
5
SBNY
Signature Bank
SBNY
+$3.14M

Sector Composition

1 Healthcare 20.87%
2 Consumer Staples 12.83%
3 Industrials 12.71%
4 Technology 12.07%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 2.59%
273,773
+53,483
2
$26.4M 2.37%
217,988
+27,335
3
$22.8M 2.04%
150,994
+1,606
4
$21.5M 1.92%
228,915
+26,424
5
$17.9M 1.6%
123,250
+1,234
6
$17.7M 1.58%
345,307
+8,165
7
$17.3M 1.54%
516,481
-5,053
8
$16.8M 1.5%
301,075
+1,351
9
$15.8M 1.41%
214,425
+40,699
10
$14.5M 1.3%
102,537
-754
11
$14M 1.25%
254,988
-412
12
$13.9M 1.24%
108,601
-15,595
13
$13.5M 1.21%
112,821
+56
14
$13.3M 1.19%
544,473
-3,825
15
$12.5M 1.12%
437,404
+2,260
16
$12.3M 1.1%
789,400
+11,100
17
$11.7M 1.05%
159,768
+49,144
18
$11.3M 1.01%
346,652
-3,892
19
$11.2M 1%
343,400
+5,060
20
$10.9M 0.98%
143,955
-985
21
$10.9M 0.97%
175,267
+4,867
22
$10.8M 0.96%
110,175
+6,493
23
$10.7M 0.95%
125,805
+3,664
24
$10.4M 0.93%
91,092
+4,365
25
$10.4M 0.93%
151,745
-2,790
1
2 3 4 5