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
76
$7.9M 0.52%
134,395
+40,085
77
$7.85M 0.51%
155,664
-3,215
78
$7.85M 0.51%
168,850
+103,452
79
$7.83M 0.51%
56,933
-476
80
$7.83M 0.51%
282,538
+10,775
81
$7.36M 0.48%
101,018
-1,020
82
$7.19M 0.47%
32,514
+1,270
83
$7.13M 0.46%
130,912
-2,470
84
$7.04M 0.46%
73,496
-154
85
$7M 0.46%
59,405
+970
86
$6.46M 0.42%
96,553
+508
87
$6.25M 0.41%
59,288
-1,155
88
$5.96M 0.39%
36,155
+985
89
$5.76M 0.38%
64,105
-22,065
90
$5.68M 0.37%
167,154
-102,090
91
$5.65M 0.37%
22,543
-11,531
92
$5.53M 0.36%
33,818
+1,081
93
$5.45M 0.36%
18,423
-12,557
94
$5.44M 0.35%
49,501
-42,910
95
$5.4M 0.35%
113,590
+1,325
96
$5.36M 0.35%
156,735
+4,775
97
$5.34M 0.35%
112,151
+3,325
98
$5.34M 0.35%
68,310
+80
99
$5.33M 0.35%
61,630
+530
100
$5.28M 0.34%
26,893
+2,013
2 3
4
5 6