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
101
$3.11M 0.32%
58,386
+830
102
$3.07M 0.32%
115,508
-1,200
103
$3.06M 0.32%
23,351
+1,250
104
$3.06M 0.32%
34,256
+575
105
$3.04M 0.31%
57,610
+1,275
106
$2.99M 0.31%
58,305
+4,270
107
$2.96M 0.31%
87,250
-123,375
108
$2.95M 0.3%
99,233
+5,395
109
$2.95M 0.3%
45,406
+2,395
110
$2.91M 0.3%
53,770
+1,701
111
$2.88M 0.3%
44,473
+3,286
112
$2.79M 0.29%
39,700
+4,190
113
$2.79M 0.29%
32,543
+60
114
$2.79M 0.29%
26,365
+420
115
$2.79M 0.29%
91,292
+6,790
116
$2.75M 0.28%
104,165
-97,106
117
$2.74M 0.28%
25,311
+865
118
$2.73M 0.28%
16,333
+370
119
$2.72M 0.28%
229,004
+23,600
120
$2.66M 0.27%
22,300
+275
121
$2.65M 0.27%
51,721
+4,805
122
$2.64M 0.27%
23,766
+3,200
123
$2.63M 0.27%
124,410
+11,480
124
$2.61M 0.27%
35,129
-44,075
125
$2.55M 0.26%
243,100
+20,597
3 4
5
6 7