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
$829M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$2.3M
3
+$1.95M
4
GILD icon
Gilead Sciences
GILD
+$1.92M
5
SH icon
ProShares Short S&P500
SH
+$1.88M

Top Sells

1
+$4.96M
2
+$4.47M
3
+$3.11M
4
UNH icon
UnitedHealth
UNH
+$2.86M
5
VOD icon
Vodafone
VOD
+$2.63M

Sector Composition

1 Healthcare 21.45%
2 Technology 12.8%
3 Industrials 12.75%
4 Consumer Staples 10.93%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$238K 0.03%
2,686
+11
252
$228K 0.03%
4,000
-150
253
$214K 0.03%
+4,375
254
$211K 0.03%
4,325
-200
255
$210K 0.03%
+12,500
256
$210K 0.03%
12,800
+700
257
$210K 0.03%
2,350
258
$206K 0.02%
+2,255
259
$206K 0.02%
13,000
260
$204K 0.02%
+10,785
261
$204K 0.02%
7,465
-1,770
262
$203K 0.02%
+3,100
263
$138K 0.02%
+10,000
264
$47K 0.01%
12,017
265
$39K ﹤0.01%
12,500
266
$26K ﹤0.01%
12,000
267
– –
-3,525
268
– –
-177,503
269
– –
-5,548
270
– –
-3,785
271
– –
-47,335
272
– –
-2,500
273
– –
-2,700
7 8 9 10
11