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
251
$252K 0.02%
4,378
252
$251K 0.02%
2,284
253
$247K 0.02%
5,500
254
$244K 0.02%
4,700
255
$243K 0.02%
1,750
-250
256
$237K 0.02%
2,750
257
$224K 0.01%
4,300
258
$224K 0.01%
7,840
259
$222K 0.01%
1,958
260
$221K 0.01%
+2,844
261
$220K 0.01%
1,315
+15
262
$216K 0.01%
5,300
263
$209K 0.01%
11,069
264
$206K 0.01%
+4,200
265
$205K 0.01%
3,700
266
$202K 0.01%
+3,955
267
– –
-9,900
268
– –
-27,437
269
– –
-6,100
270
– –
-1,135
271
– –
-11,800
272
– –
-58,507
273
– –
-36,125
274
– –
-2,580
275
– –
-97,506
7 8 9 10
11