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
$1.53B
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.3M
3
+$9M
4
MMC icon
Marsh & McLennan
MMC
+$8.8M
5
BAX icon
Baxter International
BAX
+$8.34M

Top Sells

1
+$12.5M
2
+$8.64M
3
+$7.35M
4
ROST icon
Ross Stores
ROST
+$4.71M
5
UNH icon
UnitedHealth
UNH
+$4.19M

Sector Composition

1 Healthcare 20.35%
2 Technology 19.89%
3 Consumer Staples 10.54%
4 Financials 10.51%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$436K 0.03%
4,015
227
$434K 0.03%
3,720
+317
228
$422K 0.03%
7,656
-200
229
$413K 0.03%
3,697
230
$413K 0.03%
2,705
+75
231
$407K 0.03%
6,692
232
$387K 0.03%
11,500
-500
233
$384K 0.03%
88,280
234
$373K 0.02%
3,285
-15
235
$356K 0.02%
3,496
236
$352K 0.02%
12,300
+2,000
237
$349K 0.02%
3,930
238
$347K 0.02%
3,854
-81
239
$345K 0.02%
24,153
240
$337K 0.02%
1,130
241
$337K 0.02%
10,279
242
$335K 0.02%
3,273
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243
$329K 0.02%
5,460
244
$318K 0.02%
2,200
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245
$308K 0.02%
3,475
246
$304K 0.02%
2,376
-277
247
$287K 0.02%
14,416
-381
248
$278K 0.02%
1,908
+100
249
$257K 0.02%
+4,260
250
$253K 0.02%
3,370
7 8 9
10
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