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
126
$2.43M 0.25%
50,931
+4,540
127
$2.42M 0.25%
23,394
+300
128
$2.41M 0.25%
19,142
-15,895
129
$2.38M 0.24%
+27,210
130
$2.37M 0.24%
65,626
+5,400
131
$2.35M 0.24%
45,847
-12,006
132
$2.25M 0.23%
16,837
-540
133
$2.24M 0.23%
84,720
-19,368
134
$2.22M 0.23%
47,920
+7,117
135
$2.22M 0.23%
22,403
-16,506
136
$2.21M 0.23%
122,480
+10,330
137
$2.19M 0.23%
24,088
+995
138
$2.17M 0.22%
61,313
+4,885
139
$2.16M 0.22%
23,583
+3,595
140
$2.15M 0.22%
15,664
-27,500
141
$2.12M 0.22%
117,522
+9,400
142
$2.1M 0.22%
10,239
+2,815
143
$2.09M 0.22%
29,560
+2,250
144
$2.08M 0.21%
37,565
-2,610
145
$2.06M 0.21%
56,560
+4,860
146
$2.02M 0.21%
10,476
+940
147
$2M 0.21%
380,769
+16,505
148
$1.98M 0.2%
40,972
+1,870
149
$1.96M 0.2%
+69,550
150
$1.84M 0.19%
43,900
-772
4 5
6
7 8