ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.58M
3
+$5.51M
4
UNH icon
UnitedHealth
UNH
+$4.92M
5
MPWR icon
Monolithic Power Systems
MPWR
+$4.34M

Top Sells

1
+$8.02M
2
+$6.22M
3
+$6.02M
4
WST icon
West Pharmaceutical
WST
+$4.6M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.93M

Sector Composition

1 Technology 25.17%
2 Healthcare 20.64%
3 Consumer Staples 10.59%
4 Financials 9.11%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$232K 0.01%
10,279
252
$232K 0.01%
+3,221
253
$230K 0.01%
3,595
254
$229K 0.01%
25,353
255
$228K 0.01%
+2,600
256
$219K 0.01%
2,750
257
$217K 0.01%
+1,100
258
$216K 0.01%
+5,775
259
$207K 0.01%
+855
260
$200K 0.01%
+4,300
261
$172K 0.01%
11,110
-100
262
$122K 0.01%
10,000
263
– –
-9,974
264
– –
-14,825
265
– –
-20,378
266
– –
-37,125
267
– –
-55,750
268
– –
-28,776
7 8 9 10
11