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
51
$10.2M 0.67%
139,308
-30,216
52
$10.2M 0.67%
46,979
-19,259
53
$10.2M 0.66%
85,735
+390
54
$9.98M 0.65%
67,250
+2,515
55
$9.96M 0.65%
50,071
+13,641
56
$9.92M 0.65%
69,860
-1,209
57
$9.68M 0.63%
59,943
-338
58
$9.67M 0.63%
35,557
-9,296
59
$9.64M 0.63%
59,520
-22,388
60
$9.51M 0.62%
581,950
-760
61
$9.43M 0.62%
130,492
+4,200
62
$9.4M 0.61%
115,937
+2,135
63
$9.39M 0.61%
38,049
-13
64
$9.28M 0.61%
68,973
+1,714
65
$9.19M 0.6%
84,809
-22,330
66
$9.12M 0.59%
120,378
+18,758
67
$8.93M 0.58%
52,715
+2,607
68
$8.77M 0.57%
114,465
+1,000
69
$8.75M 0.57%
78,279
-473
70
$8.52M 0.56%
34,310
+19,729
71
$8.46M 0.55%
289,867
-13,045
72
$8.35M 0.54%
52,235
+460
73
$8.14M 0.53%
147,260
+1,210
74
$8.14M 0.53%
110,760
+1,715
75
$8.05M 0.52%
158,686
+3,212
1 2
3
4 5