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
$1.53B
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.3M
3
+$9M
4
MMC icon
Marsh & McLennan
MMC
+$8.8M
5
BAX icon
Baxter International
BAX
+$8.34M

Top Sells

1
+$12.5M
2
+$8.64M
3
+$7.35M
4
ROST icon
Ross Stores
ROST
+$4.71M
5
UNH icon
UnitedHealth
UNH
+$4.19M

Sector Composition

1 Healthcare 20.35%
2 Technology 19.89%
3 Consumer Staples 10.54%
4 Financials 10.51%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 0.99%
146,999
+86,881
27
$15M 0.98%
149,928
+87,924
28
$14.9M 0.97%
+93,540
29
$14.8M 0.96%
104,306
+54,352
30
$14.3M 0.93%
80,037
+671
31
$13.8M 0.9%
94,453
+3,585
32
$13.4M 0.88%
108,002
-3,331
33
$13.1M 0.86%
148,315
-4,981
34
$13.1M 0.86%
217,188
-7,959
35
$12.9M 0.84%
44,734
-40
36
$12.3M 0.8%
222,856
+7,348
37
$12.1M 0.79%
89,289
-4,410
38
$11.8M 0.77%
20,524
+338
39
$11.3M 0.74%
96,000
-19,198
40
$11.3M 0.74%
61,830
+607
41
$11M 0.72%
38,487
+331
42
$11M 0.72%
60,987
+27,363
43
$10.9M 0.71%
50,854
-1,205
44
$10.8M 0.71%
87,055
-58,990
45
$10.8M 0.71%
115,223
+1,205
46
$10.8M 0.7%
377,488
+3,813
47
$10.7M 0.7%
389,150
+4,570
48
$10.6M 0.69%
57,993
+24,359
49
$10.3M 0.67%
79,641
+2,960
50
$10.3M 0.67%
+39,128
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