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
$1.24B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$3.49M
3
+$3.28M
4
DFS
Discover Financial Services
DFS
+$3.23M
5
BKU icon
Bankunited
BKU
+$2.79M

Top Sells

1
+$3.21M
2
+$3.18M
3
+$3.12M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.09M
5
BDX icon
Becton Dickinson
BDX
+$3.05M

Sector Composition

1 Healthcare 17.61%
2 Technology 13.13%
3 Industrials 11.46%
4 Financials 11.28%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 2.24%
248,137
-1,162
2
$24.5M 1.97%
196,658
-24,792
3
$21.8M 1.76%
608,056
+9,816
4
$20.6M 1.66%
123,491
-973
5
$20.2M 1.62%
245,790
+9,968
6
$20.1M 1.62%
305,429
+8,580
7
$19.7M 1.59%
137,853
+4,549
8
$17.2M 1.39%
529,894
+6,667
9
$16.4M 1.32%
111,867
+2,465
10
$16.4M 1.32%
186,383
+6,389
11
$15.5M 1.25%
458,057
+3,098
12
$15.4M 1.24%
254,418
+70
13
$15.3M 1.23%
313,330
+6,225
14
$14.7M 1.19%
89,700
+445
15
$14.3M 1.15%
132,748
+24,965
16
$13.9M 1.12%
579,228
+11,067
17
$13.7M 1.1%
77,251
+1,509
18
$13.6M 1.09%
572,080
+10,185
19
$13.4M 1.08%
117,895
-481
20
$13M 1.05%
346,847
+7,189
21
$12.7M 1.03%
581,900
+18,600
22
$12.4M 1%
292,360
+5,320
23
$12.4M 1%
279,240
+8,840
24
$12.4M 1%
86,991
+2,287
25
$12M 0.97%
332,147
+13,906
1
2 3 4 5