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
176
$1.27M 0.11%
5,704
+1,980
177
$1.26M 0.11%
10,490
+4,390
178
$1.22M 0.1%
36,765
+3,880
179
$1.17M 0.1%
6,810
+430
180
$1.15M 0.1%
7,896
-276
181
$1.15M 0.1%
15,470
+350
182
$1.14M 0.1%
35,430
+30
183
$1.12M 0.1%
20,175
184
$1.08M 0.09%
20,013
-3,999
185
$1.08M 0.09%
14,650
-300
186
$1.07M 0.09%
10,587
-115
187
$1.06M 0.09%
13,886
-100
188
$1.06M 0.09%
16,794
-200
189
$1.05M 0.09%
27,378
+1,432
190
$1.04M 0.09%
6,364
+408
191
$1.01M 0.09%
10,684
192
$997K 0.09%
13,450
193
$933K 0.08%
3,731
+31
194
$916K 0.08%
17,825
+2,865
195
$901K 0.08%
+40,675
196
$901K 0.08%
13,710
-90
197
$879K 0.08%
7,059
-250
198
$848K 0.07%
15,750
-350
199
$840K 0.07%
12,427
-425
200
$821K 0.07%
13,761
6 7
8
9 10