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
101
$3.84M 0.33%
151,712
+11,658
102
$3.79M 0.32%
111,910
+1,225
103
$3.78M 0.32%
131,760
+61,850
104
$3.75M 0.32%
44,461
+1,055
105
$3.74M 0.32%
90,100
+50
106
$3.73M 0.32%
98,970
-370
107
$3.67M 0.31%
72,195
-47,175
108
$3.52M 0.3%
72,071
+1,477
109
$3.52M 0.3%
60,981
+15,458
110
$3.5M 0.3%
+48,562
111
$3.48M 0.3%
82,660
-16,145
112
$3.47M 0.3%
70,855
-58,445
113
$3.46M 0.3%
42,601
+705
114
$3.44M 0.29%
83,665
+755
115
$3.41M 0.29%
97,776
+2,735
116
$3.4M 0.29%
289,536
-2,400
117
$3.35M 0.29%
19,656
+1,500
118
$3.33M 0.29%
95,344
+5,950
119
$3.27M 0.28%
26,745
-135
120
$3.25M 0.28%
48,624
+1,164
121
$3.23M 0.28%
65,410
+27,924
122
$3.23M 0.28%
+48,365
123
$3.21M 0.27%
49,970
+1,235
124
$3.2M 0.27%
169,000
+85,435
125
$3.15M 0.27%
+79,750
3 4
5
6 7