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
MRSH
Marsh
MRSH
+$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
126
$3.69M 0.24%
66,118
+2,121
127
$3.66M 0.24%
62,640
+870
128
$3.65M 0.24%
89,338
+2,466
129
$3.63M 0.24%
62,356
-2,400
130
$3.53M 0.23%
64,095
+165
131
$3.47M 0.23%
92,485
+1,335
132
$3.46M 0.23%
53,056
+619
133
$3.39M 0.22%
93,240
+2,355
134
$3.37M 0.22%
84,988
+9,810
135
$3.33M 0.22%
19,702
+40
136
$3.29M 0.21%
97,830
+1,292
137
$3.28M 0.21%
159,038
+3,913
138
$3.18M 0.21%
60,770
-400
139
$3.17M 0.21%
71,097
-7,343
140
$3.14M 0.2%
14,148
141
$3.09M 0.2%
112,878
+544
142
$3.04M 0.2%
160,710
+2,910
143
$3.03M 0.2%
27,705
+705
144
$3M 0.2%
149,595
+2,790
145
$3M 0.2%
36,195
-180
146
$2.92M 0.19%
50,092
-36,030
147
$2.91M 0.19%
105,800
-1,000
148
$2.88M 0.19%
10,550
+450
149
$2.65M 0.17%
20,530
-100
150
$2.64M 0.17%
148,350
-97,848
4 5
6
7 8