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
176
$914K 0.11%
7,340
+320
177
$913K 0.11%
11,230
+670
178
$902K 0.11%
54,141
+10,000
179
$889K 0.11%
17,544
180
$869K 0.1%
19,787
181
$863K 0.1%
20,950
+1,790
182
$829K 0.1%
23,160
+1,345
183
$823K 0.1%
30,035
+2,765
184
$822K 0.1%
8,820
+315
185
$769K 0.09%
+8,855
186
$767K 0.09%
8,750
+3,715
187
$763K 0.09%
14,225
188
$760K 0.09%
9,536
-1,800
189
$759K 0.09%
18,150
-1,000
190
$749K 0.09%
20,725
-2,900
191
$746K 0.09%
13,187
+1,147
192
$713K 0.09%
133,126
+14,571
193
$676K 0.08%
13,748
+5,671
194
$671K 0.08%
9,456
-6,000
195
$662K 0.08%
15,206
+260
196
$652K 0.08%
7,963
+1,170
197
$646K 0.08%
6,650
+1,065
198
$620K 0.07%
8,045
+274
199
$617K 0.07%
9,490
200
$612K 0.07%
11,817
+185
6 7
8
9 10