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
101
$5.24M 0.34%
87,257
+2,515
102
$5.18M 0.34%
46,735
-13,255
103
$5.17M 0.34%
345,920
-245,776
104
$5.15M 0.34%
81,625
+2,055
105
$5.08M 0.33%
57,105
-195
106
$5.07M 0.33%
73,341
-442
107
$5.05M 0.33%
209,448
-160
108
$5.05M 0.33%
177,712
-21,142
109
$4.91M 0.32%
85,970
+1,370
110
$4.88M 0.32%
34,205
+1,040
111
$4.75M 0.31%
10,662
+171
112
$4.63M 0.3%
64,975
-206
113
$4.51M 0.29%
49,760
-115
114
$4.48M 0.29%
47,124
+305
115
$4.48M 0.29%
37,575
-572
116
$4.43M 0.29%
41,422
-31,049
117
$4.33M 0.28%
28,650
-668
118
$4.29M 0.28%
35,773
+135
119
$4.19M 0.27%
71,272
-3,295
120
$4.11M 0.27%
68,621
+1,840
121
$4.11M 0.27%
57,156
-1,352
122
$4.02M 0.26%
19,317
+1,300
123
$3.86M 0.25%
52,367
+1,420
124
$3.74M 0.24%
28,809
+740
125
$3.74M 0.24%
133,742
-4,831
3 4
5
6 7