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
76
$4.47M 0.46%
108,930
+27,800
77
$4.46M 0.46%
83,462
+4,616
78
$4.44M 0.46%
80,925
-7,330
79
$4.1M 0.42%
39,451
+410
80
$4.04M 0.42%
55,783
+437
81
$4M 0.41%
126,333
-2,703
82
$3.98M 0.41%
100,910
+9,710
83
$3.88M 0.4%
78,875
+14,074
84
$3.88M 0.4%
84,000
+10,110
85
$3.83M 0.39%
171,055
+60,660
86
$3.82M 0.39%
97,253
+2,210
87
$3.79M 0.39%
136,113
+6,230
88
$3.78M 0.39%
62,112
-9,192
89
$3.67M 0.38%
125,970
+728
90
$3.65M 0.38%
63,040
+3,585
91
$3.56M 0.37%
53,142
+4,223
92
$3.55M 0.37%
85,315
+2,000
93
$3.44M 0.35%
47,595
+755
94
$3.43M 0.35%
81,115
+26,360
95
$3.42M 0.35%
129,435
+5,488
96
$3.36M 0.35%
44,435
+3,010
97
$3.35M 0.34%
186,949
-5,900
98
$3.34M 0.34%
215,421
+16,855
99
$3.23M 0.33%
46,890
+4,020
100
$3.13M 0.32%
39,768
+3,565
2 3
4
5 6