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
$2.33B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.3M
3
+$8.62M
4
ENPH icon
Enphase Energy
ENPH
+$8.58M
5
SHW icon
Sherwin-Williams
SHW
+$7.54M

Top Sells

1
+$12.3M
2
+$10.2M
3
+$9.43M
4
AAPL icon
Apple
AAPL
+$7.4M
5
ATR icon
AptarGroup
ATR
+$7.08M

Sector Composition

1 Technology 23.05%
2 Healthcare 17.3%
3 Financials 11.37%
4 Industrials 8.59%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.6M 2.65%
435,468
-52,306
2
$60.4M 2.59%
214,318
-1,998
3
$35M 1.5%
262,080
-18,460
4
$32.4M 1.39%
197,040
+1,220
5
$31.8M 1.37%
1,536,860
-4,020
6
$31.7M 1.36%
210,998
-461
7
$31.6M 1.36%
116,105
+47,924
8
$28.8M 1.23%
84,729
-9,619
9
$27.8M 1.19%
348,522
-57,018
10
$27.5M 1.18%
169,978
-22,296
11
$26.5M 1.14%
894,167
+214,916
12
$25.4M 1.09%
52,386
-21,008
13
$25M 1.07%
152,823
-2,864
14
$24.7M 1.06%
75,392
-289
15
$24.7M 1.06%
573,747
-2,794
16
$24.2M 1.04%
499,710
+3,230
17
$24M 1.03%
407,996
+15,519
18
$23.6M 1.01%
135,778
+42,508
19
$23.3M 1%
175,581
+2,676
20
$22.5M 0.96%
85,639
-46,914
21
$22.1M 0.95%
56,474
+630
22
$21.8M 0.94%
595,462
+4,520
23
$21M 0.9%
375,753
+13,552
24
$21M 0.9%
24,992
+814
25
$20.8M 0.89%
33,387
-753
1
2 3 4 5