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
126
$3.13M 0.27%
102,300
+1,925
127
$3.01M 0.26%
100,928
+1,900
128
$3M 0.26%
86,249
+933
129
$2.96M 0.25%
20,876
-1,226
130
$2.96M 0.25%
34,275
-300
131
$2.92M 0.25%
43,340
+1,060
132
$2.92M 0.25%
84,545
-29,015
133
$2.92M 0.25%
78,465
+6,715
134
$2.89M 0.25%
57,587
+1,278
135
$2.88M 0.25%
29,305
-645
136
$2.85M 0.24%
37,390
-885
137
$2.84M 0.24%
26,395
+335
138
$2.79M 0.24%
57,927
-1,311
139
$2.75M 0.24%
65,561
-48,589
140
$2.74M 0.23%
13,066
-366
141
$2.74M 0.23%
85,518
-6,129
142
$2.72M 0.23%
64,550
-17,670
143
$2.68M 0.23%
50,956
-265
144
$2.63M 0.22%
95,335
+42,996
145
$2.59M 0.22%
35,288
+670
146
$2.57M 0.22%
93,908
-3,830
147
$2.57M 0.22%
73,307
+6,080
148
$2.56M 0.22%
50,928
+5,926
149
$2.48M 0.21%
+105,400
150
$2.46M 0.21%
124,800
-2,200
4 5
6
7 8