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
$1.17B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$6.04M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$3.1M
5
DFS
Discover Financial Services
DFS
+$3.09M

Top Sells

1
+$4.08M
2
+$3.87M
3
+$3.84M
4
SYK icon
Stryker
SYK
+$3.23M
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
276
– –
-1,905
277
– –
-1,810
278
– –
-14,945
279
– –
-17,448
280
– –
-77,720
281
– –
-31,150
282
– –
-104,559
283
– –
-4,115
8 9 10 11
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