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
$1.17B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.17M
3
+$3.5M
4
CVX icon
Chevron
CVX
+$3.35M
5
BLK icon
Blackrock
BLK
+$3.26M

Top Sells

1
+$4.17M
2
+$3.87M
3
+$3.73M
4
SYK icon
Stryker
SYK
+$3.37M
5
MCK icon
McKesson
MCK
+$2.91M

Sector Composition

1 Healthcare 18.71%
2 Technology 13.16%
3 Industrials 11.62%
4 Consumer Staples 10.8%
5 Consumer Discretionary 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$512K 0.04%
4,955
+775
227
$499K 0.04%
4,260
-60
228
$499K 0.04%
8,215
+200
229
$474K 0.04%
7,160
-75
230
$449K 0.04%
3,185
+435
231
$439K 0.04%
23,000
-10,000
232
$407K 0.03%
30,764
+4,611
233
$407K 0.03%
3,475
+475
234
$373K 0.03%
2,005
235
$372K 0.03%
19,000
236
$371K 0.03%
5,113
+300
237
$357K 0.03%
6,000
238
$355K 0.03%
4,008
+500
239
$341K 0.03%
11,347
240
$332K 0.03%
5,220
-750
241
$326K 0.03%
1,400
242
$325K 0.03%
12,005
-272
243
$312K 0.03%
7,915
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244
$310K 0.03%
15,340
+110
245
$304K 0.03%
3,952
-1,000
246
$303K 0.03%
+6,165
247
$299K 0.03%
4,600
248
$293K 0.03%
+7,742
249
$292K 0.03%
+1,220
250
$287K 0.02%
9,000
-1,450
8 9
10
11 12