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
251
$354K 0.04%
5,762
+1,518
252
$353K 0.04%
12,490
253
$322K 0.03%
1,875
254
$306K 0.03%
10,330
-2,000
255
$304K 0.03%
3,952
256
$294K 0.03%
3,410
257
$294K 0.03%
+5,310
258
$290K 0.03%
12,665
+290
259
$290K 0.03%
+10,025
260
$289K 0.03%
1,400
261
$285K 0.03%
3,591
+1
262
$284K 0.03%
5,113
263
$274K 0.03%
+6,016
264
$269K 0.03%
14,263
+220
265
$266K 0.03%
+4,510
266
$263K 0.03%
4,620
267
$263K 0.03%
9,847
268
$251K 0.03%
4,900
269
$243K 0.03%
2,000
-500
270
$238K 0.02%
+2,350
271
$237K 0.02%
4,000
272
$227K 0.02%
9,623
-190
273
$227K 0.02%
12,400
-26,050
274
$218K 0.02%
3,350
275
$216K 0.02%
+3,093
8 9 10
11
12