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
51
$8.13M 0.7%
171,616
-620
52
$7.64M 0.65%
47,748
+1,419
53
$7.56M 0.65%
136,167
+1,548
54
$7.41M 0.63%
399,135
+9,255
55
$7.4M 0.63%
138,215
+2,970
56
$7.39M 0.63%
192,354
+4,362
57
$7.27M 0.62%
131,926
+1,133
58
$7.25M 0.62%
231,975
-33,240
59
$7.22M 0.62%
126,508
-2,540
60
$6.93M 0.59%
79,317
-31
61
$6.9M 0.59%
60,441
+1,255
62
$6.79M 0.58%
64,229
+3,065
63
$6.77M 0.58%
79,590
+1,005
64
$6.66M 0.57%
28,832
-8,159
65
$6.65M 0.57%
142,410
-1,230
66
$6.55M 0.56%
406,313
+2,589
67
$6.51M 0.56%
173,460
+11,690
68
$6.36M 0.54%
211,267
+7,926
69
$6.2M 0.53%
38,385
-23,115
70
$6.13M 0.52%
277,421
+7,891
71
$6.09M 0.52%
137,350
-2,388
72
$5.95M 0.51%
80,907
+977
73
$5.93M 0.51%
84,114
+34,344
74
$5.92M 0.51%
70,580
+5,213
75
$5.49M 0.47%
71,148
+10
1 2
3
4 5