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
176
$1.16M 0.12%
27,850
+1,985
177
$1.15M 0.12%
52,181
-39,630
178
$1.15M 0.12%
43,189
-498
179
$1.13M 0.12%
11,913
-700
180
$1.12M 0.11%
39,996
+1,312
181
$1.11M 0.11%
7,398
-2,403
182
$1.08M 0.11%
20,250
183
$1.08M 0.11%
+16,285
184
$1.08M 0.11%
11,319
+3,047
185
$1.08M 0.11%
15,330
+2,400
186
$1.07M 0.11%
9,788
+2,217
187
$1.06M 0.11%
17,544
188
$1.06M 0.11%
16,000
-125
189
$1.04M 0.11%
26,555
-88,375
190
$1.02M 0.11%
13,286
+3,900
191
$970K 0.1%
+23,809
192
$948K 0.1%
10,115
+1,275
193
$941K 0.1%
8,830
-268
194
$926K 0.1%
16,675
-700
195
$913K 0.09%
41,395
+815
196
$904K 0.09%
21,540
+721
197
$890K 0.09%
43,705
+1,300
198
$876K 0.09%
25,560
+5,110
199
$875K 0.09%
11,745
+590
200
$849K 0.09%
33,140
-41,375
6 7
8
9 10