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
151
$2.33M 0.2%
66,826
+956
152
$2.27M 0.19%
41,457
+507
153
$2.25M 0.19%
20,222
-401
154
$2.12M 0.18%
174,894
-3,637
155
$2.09M 0.18%
14,508
-761
156
$2.07M 0.18%
60,960
+1,615
157
$2.04M 0.17%
15,158
+1,263
158
$2.03M 0.17%
54,124
+7,854
159
$2.01M 0.17%
57,845
+500
160
$1.91M 0.16%
55,600
+2,805
161
$1.85M 0.16%
23,660
-1,200
162
$1.76M 0.15%
25,882
-7,219
163
$1.7M 0.15%
14,800
-140
164
$1.7M 0.15%
106,450
+4,730
165
$1.66M 0.14%
12,574
+525
166
$1.65M 0.14%
33,600
+640
167
$1.64M 0.14%
22,480
+876
168
$1.64M 0.14%
25,139
-540
169
$1.62M 0.14%
15,670
-450
170
$1.57M 0.13%
22,718
+11
171
$1.47M 0.13%
20,584
-374
172
$1.44M 0.12%
11,788
-100
173
$1.42M 0.12%
34,472
-2,147
174
$1.36M 0.12%
28,850
+1,160
175
$1.33M 0.11%
13,916
+956
5 6
7
8 9