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
201
$605K 0.07%
6,667
+70
202
$597K 0.07%
4,839
+144
203
$559K 0.07%
9,495
+30
204
$543K 0.07%
38,100
+5,000
205
$532K 0.06%
12,964
+1,031
206
$529K 0.06%
8,362
-1,175
207
$514K 0.06%
5,837
+87
208
$514K 0.06%
5,915
+72
209
$504K 0.06%
6,500
-985
210
$497K 0.06%
10,211
211
$476K 0.06%
11,108
-400
212
$473K 0.06%
7,356
213
$468K 0.06%
9,930
-180
214
$467K 0.06%
12,150
215
$458K 0.06%
11,067
+5,600
216
$449K 0.05%
8,700
-300
217
$438K 0.05%
7,845
218
$436K 0.05%
8,037
+2,070
219
$427K 0.05%
9,842
220
$413K 0.05%
11,625
221
$408K 0.05%
8,060
-1,000
222
$404K 0.05%
6,910
+170
223
$396K 0.05%
3,542
+513
224
$382K 0.05%
10,208
+1,775
225
$380K 0.05%
8,800
-950
7 8
9
10 11