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
26
$8.93M 0.92%
307,736
+2,422
27
$8.76M 0.9%
42,196
+920
28
$8.54M 0.88%
144,757
-4,750
29
$8.45M 0.87%
175,662
+41,384
30
$8.22M 0.85%
324,199
+15,650
31
$8.22M 0.85%
59,757
+189
32
$8.06M 0.83%
128,760
+3,410
33
$8.04M 0.83%
91,795
+31,545
34
$8.03M 0.83%
85,114
+1,326
35
$7.94M 0.82%
141,575
+100
36
$7.69M 0.79%
68,720
+10,930
37
$7.62M 0.78%
110,179
-140
38
$7.48M 0.77%
57,345
+2,694
39
$7.44M 0.77%
107,825
+2,559
40
$7.33M 0.76%
87,955
-13,365
41
$6.94M 0.71%
73,661
+6,335
42
$6.79M 0.7%
58,805
-2,174
43
$6.76M 0.7%
60,289
+2,605
44
$6.73M 0.69%
26,160
+880
45
$6.44M 0.66%
68,689
-22,486
46
$6.21M 0.64%
88,485
-695
47
$6.2M 0.64%
131,500
+4,100
48
$6.18M 0.64%
108,026
+2,000
49
$6.06M 0.62%
42,770
+39,520
50
$5.99M 0.62%
44,131
+732
1
2
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