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
51
$5.94M 0.61%
33,066
+7,022
52
$5.88M 0.61%
95,232
+5,350
53
$5.78M 0.6%
+88,204
54
$5.75M 0.59%
62,438
+5,263
55
$5.69M 0.59%
133,047
+5,115
56
$5.67M 0.58%
+116,275
57
$5.61M 0.58%
15,696
-6,610
58
$5.56M 0.57%
153,045
-2,970
59
$5.47M 0.56%
83,603
+50
60
$5.37M 0.55%
53,420
+1,255
61
$5.36M 0.55%
69,150
+1,005
62
$5.35M 0.55%
132,885
+3,405
63
$5.29M 0.54%
203,080
-910
64
$5.14M 0.53%
67,706
+6,560
65
$5.12M 0.53%
15,077
+1,615
66
$5.11M 0.53%
81,618
+4,742
67
$4.86M 0.5%
119,940
-42,480
68
$4.86M 0.5%
378,075
-80,100
69
$4.74M 0.49%
+223,440
70
$4.67M 0.48%
54,649
-32,543
71
$4.66M 0.48%
103,694
-1,035
72
$4.64M 0.48%
46,930
+24,225
73
$4.58M 0.47%
+138,310
74
$4.53M 0.47%
+72,000
75
$4.48M 0.46%
106,100
-1,860
1 2
3
4 5