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
251
$286K 0.02%
4,070
+720
252
$282K 0.02%
5,300
253
$278K 0.02%
4,060
-140
254
$274K 0.02%
10,100
-200
255
$273K 0.02%
3,955
+35
256
$261K 0.02%
27,000
+6,000
257
$259K 0.02%
4,945
+80
258
$256K 0.02%
5,597
259
$244K 0.02%
+4,500
260
$240K 0.02%
1,169
+90
261
$233K 0.02%
3,000
262
$231K 0.02%
7,200
+50
263
$230K 0.02%
+10,661
264
$229K 0.02%
3,400
265
$223K 0.02%
3,222
-77
266
$207K 0.02%
+1,771
267
$204K 0.02%
3,835
+124
268
$204K 0.02%
3,313
269
$204K 0.02%
2,550
-200
270
$203K 0.02%
+705
271
$189K 0.02%
3,000
272
$187K 0.02%
10,000
273
– –
-1,905
274
– –
-1,810
275
– –
-14,945
8 9 10
11
12