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
151
$1.82M 0.19%
40,427
-3,476
152
$1.81M 0.19%
26,435
-1,700
153
$1.77M 0.18%
15,882
+1,650
154
$1.75M 0.18%
14,640
-134
155
$1.73M 0.18%
49,284
+4,570
156
$1.69M 0.17%
36,122
-2,300
157
$1.66M 0.17%
73,000
158
$1.63M 0.17%
52,520
+3,105
159
$1.62M 0.17%
69,535
-11,215
160
$1.55M 0.16%
28,964
+4,368
161
$1.53M 0.16%
31,935
+2,650
162
$1.51M 0.16%
37,830
+3,440
163
$1.44M 0.15%
42,111
-11,250
164
$1.42M 0.15%
47,590
+6,370
165
$1.41M 0.14%
38,730
+225
166
$1.39M 0.14%
28,277
+1,935
167
$1.38M 0.14%
11,944
168
$1.37M 0.14%
48,595
-1,099
169
$1.31M 0.14%
35,645
+1,875
170
$1.28M 0.13%
18,578
+1,152
171
$1.25M 0.13%
14,250
+3,335
172
$1.24M 0.13%
7,800
+2,670
173
$1.2M 0.12%
10,497
+425
174
$1.19M 0.12%
29,824
+7,134
175
$1.17M 0.12%
+18,561
5 6
7
8 9