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

Top Buys

1
+$13.1M
2
+$6.17M
3
+$3.5M
4
CVX icon
Chevron
CVX
+$3.35M
5
BLK icon
Blackrock
BLK
+$3.26M

Top Sells

1
+$4.17M
2
+$3.87M
3
+$3.73M
4
SYK icon
Stryker
SYK
+$3.37M
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
26
$10.3M 0.88%
152,159
-901
27
$10.2M 0.87%
85,114
-28,095
28
$10.2M 0.87%
143,058
+10,264
29
$10.2M 0.87%
121,147
-4,818
30
$10.2M 0.87%
68,095
-864
31
$10.1M 0.87%
130,052
-265
32
$10.1M 0.87%
270,400
-19,300
33
$10.1M 0.86%
87,297
-249
34
$9.96M 0.85%
563,300
-235,750
35
$9.93M 0.85%
84,765
+594
36
$9.83M 0.84%
221,735
+3,400
37
$9.81M 0.84%
25,786
+8,565
38
$9.81M 0.84%
176,025
-1,355
39
$9.74M 0.83%
84,704
-7,246
40
$9.7M 0.83%
117,185
-594
41
$9.68M 0.83%
576,440
+157,520
42
$9.62M 0.82%
83,096
+22,724
43
$9.29M 0.79%
141,585
-26,635
44
$8.81M 0.75%
51,001
+16,432
45
$8.5M 0.73%
46,634
+845
46
$8.49M 0.73%
69,795
-45
47
$8.42M 0.72%
66,880
+1,480
48
$8.37M 0.72%
81,468
-2,260
49
$8.25M 0.71%
132,925
-1,000
50
$8.16M 0.7%
124,768
-37,345
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