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
$1.15B
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.63M
3
+$4.3M
4
LKQ icon
LKQ Corp
LKQ
+$3.56M
5
APH icon
Amphenol
APH
+$3.36M

Top Sells

1
+$7.17M
2
+$3.37M
3
+$3.05M
4
HSY icon
Hershey
HSY
+$2.52M
5
GE icon
GE Aerospace
GE
+$2.52M

Sector Composition

1 Healthcare 20.88%
2 Technology 12.47%
3 Industrials 12.13%
4 Consumer Staples 12.03%
5 Consumer Discretionary 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.7M 2.59%
273,153
-620
2
$25.9M 2.26%
219,588
+1,600
3
$20M 1.74%
229,061
+146
4
$18.9M 1.65%
133,240
-17,754
5
$18.8M 1.64%
123,873
+623
6
$16.8M 1.47%
292,364
-52,943
7
$16.8M 1.46%
522,996
+6,515
8
$15.7M 1.37%
302,876
+1,801
9
$15.2M 1.33%
255,637
+649
10
$14.5M 1.26%
103,529
+992
11
$14.1M 1.23%
444,516
+7,112
12
$14.1M 1.22%
109,226
+625
13
$13.8M 1.2%
799,050
+9,650
14
$13.8M 1.2%
415,208
+71,808
15
$13.4M 1.17%
559,344
+14,871
16
$13.2M 1.15%
113,209
+388
17
$12.1M 1.06%
289,700
+13,140
18
$12M 1.05%
162,113
+2,345
19
$12M 1.04%
316,774
+1,365
20
$11.8M 1.03%
177,132
+1,865
21
$11.8M 1.03%
91,950
+858
22
$11.8M 1.03%
218,690
+4,265
23
$11.5M 1%
132,794
+38,184
24
$11.3M 0.98%
125,965
+160
25
$11M 0.96%
118,077
+7,902
1
2 3 4 5