ACM
Azimuth Capital Management Portfolio holdings
AUM
$2.34B
1-Year Return
16.67%
This Quarter Return
+6.19%
1 Year Return
+16.67%
3 Year Return
+80.29%
5 Year Return
+136.71%
10 Year Return
–
AUM
$971M
AUM Growth
+$59.7M
(+6.6%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
18.35%
Holding
303
New
21
Increased
155
Reduced
81
Closed
14
Top Buys
| 1 |
Visa
V
|
$5.78M |
| 2 |
WOOF
VCA Inc.
WOOF
|
$5.67M |
| 3 |
Costco
COST
|
$5.6M |
| 4 |
UnitedHealth
UNH
|
$5.16M |
| 5 |
Edwards Lifesciences
EW
|
$4.74M |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
$5.73M |
| 2 |
TSS
Total System Services, Inc.
TSS
|
$4.19M |
| 3 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$3.77M |
| 4 |
Halliburton
HAL
|
$3.47M |
| 5 |
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% |
