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
MMC icon
Marsh & McLennan
MMC
+$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
151
$2.63M 0.17%
58,982
+820
152
$2.58M 0.17%
40,785
-110
153
$2.54M 0.17%
27,785
+1,525
154
$2.49M 0.16%
16,765
+32
155
$2.44M 0.16%
61,430
+1,785
156
$2.43M 0.16%
35,362
-221
157
$2.43M 0.16%
74,905
+1,525
158
$2.36M 0.15%
35,831
159
$2.34M 0.15%
61,545
-2,461
160
$2.31M 0.15%
37,380
-400
161
$2.26M 0.15%
19,100
+675
162
$2.19M 0.14%
124,129
+2,855
163
$2.09M 0.14%
13,800
+147
164
$2.06M 0.13%
24,735
+19,580
165
$1.99M 0.13%
39,833
+765
166
$1.95M 0.13%
12,860
-205
167
$1.87M 0.12%
21,760
-1,430
168
$1.77M 0.12%
18,235
-50
169
$1.74M 0.11%
11,200
-750
170
$1.68M 0.11%
13,330
+200
171
$1.6M 0.1%
46,590
-4,697
172
$1.53M 0.1%
29,587
173
$1.47M 0.1%
9,382
+95
174
$1.47M 0.1%
7,583
-225
175
$1.38M 0.09%
17,375
+200
5 6
7
8 9