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
$829M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$2.3M
3
+$1.95M
4
GILD icon
Gilead Sciences
GILD
+$1.92M
5
SH icon
ProShares Short S&P500
SH
+$1.88M

Top Sells

1
+$4.96M
2
+$4.47M
3
+$3.11M
4
UNH icon
UnitedHealth
UNH
+$2.86M
5
VOD icon
Vodafone
VOD
+$2.63M

Sector Composition

1 Healthcare 21.45%
2 Technology 12.8%
3 Industrials 12.75%
4 Consumer Staples 10.93%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.5M 0.18%
95,300
152
$1.49M 0.18%
22,187
+520
153
$1.48M 0.18%
62,210
+10,410
154
$1.43M 0.17%
38,605
-3,718
155
$1.41M 0.17%
14,425
-300
156
$1.37M 0.17%
56,890
-7,324
157
$1.35M 0.16%
8,271
-9,954
158
$1.34M 0.16%
32,720
+2,550
159
$1.33M 0.16%
16,714
+1,199
160
$1.3M 0.16%
25,515
+4,860
161
$1.28M 0.15%
39,428
+518
162
$1.25M 0.15%
6,696
+20
163
$1.25M 0.15%
28,530
+1,400
164
$1.25M 0.15%
41,250
-2,500
165
$1.23M 0.15%
39,155
+1,595
166
$1.21M 0.15%
17,244
-1,724
167
$1.21M 0.15%
47,009
-237
168
$1.18M 0.14%
12,178
169
$1.13M 0.14%
9,077
+886
170
$1.07M 0.13%
18,545
+1,325
171
$1.04M 0.13%
+22,050
172
$1.01M 0.12%
12,413
+1,100
173
$959K 0.12%
+38,404
174
$944K 0.11%
17,450
-1,050
175
$921K 0.11%
20,250
-500
5 6
7
8 9