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
176
$1.38M 0.09%
35,580
177
$1.34M 0.09%
21,151
-100
178
$1.34M 0.09%
+17,340
179
$1.34M 0.09%
145,963
+718
180
$1.33M 0.09%
15,240
+55
181
$1.33M 0.09%
39,030
+100
182
$1.31M 0.09%
8,146
-361
183
$1.25M 0.08%
8,580
-240
184
$1.24M 0.08%
15,287
-150
185
$1.24M 0.08%
10,444
186
$1.2M 0.08%
25,760
-790
187
$1.19M 0.08%
+73,220
188
$1.17M 0.08%
10,750
-1,800
189
$1.17M 0.08%
11,465
-350
190
$1.17M 0.08%
2,986
191
$1.16M 0.08%
4,275
192
$1.16M 0.08%
12,383
-1,200
193
$1.16M 0.08%
16,823
+548
194
$1.12M 0.07%
14,633
-1,150
195
$1.07M 0.07%
8,998
-35
196
$1.07M 0.07%
6,482
+28
197
$1.03M 0.07%
6,134
-400
198
$1.02M 0.07%
18,616
-200
199
$1M 0.07%
3,386
+100
200
$979K 0.06%
16,060
+20
6 7
8
9 10