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
276
$215K 0.02%
5,000
-889
277
$210K 0.02%
6,965
-250
278
$207K 0.02%
+1,190
279
$203K 0.02%
3,100
-800
280
$202K 0.02%
+4,774
281
$162K 0.02%
12,600
-1,900
282
$134K 0.01%
10,000
283
$108K 0.01%
35,000
284
$103K 0.01%
+18,965
285
$43K ﹤0.01%
12,017
286
$20K ﹤0.01%
12,000
287
– –
-1,680
288
– –
-3,615
289
– –
-35,900
290
– –
-2,550
291
– –
-2,575
292
– –
-29,031
293
– –
-11,800
294
– –
-5,519
295
– –
-64,747
296
– –
-9,000
297
– –
-22,205
298
– –
-66,211
299
– –
-22,840
300
– –
-6,800
8 9 10 11
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