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
$971M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$5.67M
3
+$5.6M
4
UNH icon
UnitedHealth
UNH
+$5.16M
5
EW icon
Edwards Lifesciences
EW
+$4.74M

Top Sells

1
+$5.73M
2
+$4.19M
3
+$3.77M
4
HAL icon
Halliburton
HAL
+$3.47M
5
QCOM icon
Qualcomm
QCOM
+$3.28M

Sector Composition

1 Healthcare 22.37%
2 Technology 13.56%
3 Consumer Staples 12.06%
4 Industrials 11.35%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.05%
6,175
+711
227
$493K 0.05%
7,356
228
$487K 0.05%
7,401
-29,230
229
$486K 0.05%
+8,835
230
$473K 0.05%
3,930
-2,280
231
$471K 0.05%
8,700
232
$470K 0.05%
5,503
233
$465K 0.05%
8,939
-903
234
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7,090
-20
235
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10,100
+3,000
236
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237
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10,960
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238
$424K 0.04%
6,000
239
$422K 0.04%
8,580
+1,395
240
$422K 0.04%
8,065
241
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6,085
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242
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243
$396K 0.04%
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244
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4,000
-8,000
245
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15,330
+1,885
246
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+3,851
247
$381K 0.04%
7,350
+1,550
248
$364K 0.04%
19,600
-267
249
$358K 0.04%
7,975
-330
250
$356K 0.04%
6,350
-2,313
8 9
10
11 12