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
201
$838K 0.09%
21,125
+400
202
$822K 0.08%
51,749
-1,000
203
$819K 0.08%
16,150
-1,600
204
$805K 0.08%
18,420
+300
205
$780K 0.08%
6,865
-3,270
206
$758K 0.08%
10,753
+510
207
$748K 0.08%
8,853
-300
208
$697K 0.07%
8,558
-50
209
$657K 0.07%
9,662
-1,280
210
$652K 0.07%
14,440
+10
211
$615K 0.06%
8,362
212
$613K 0.06%
10,645
+6,000
213
$612K 0.06%
12,424
+443
214
$599K 0.06%
5,750
-267
215
$590K 0.06%
6,667
216
$582K 0.06%
10,917
+500
217
$560K 0.06%
62,900
218
$559K 0.06%
11,850
-300
219
$550K 0.06%
4,245
-17,629
220
$541K 0.06%
11,800
+3,000
221
$534K 0.06%
7,445
-650
222
$531K 0.05%
9,930
223
$529K 0.05%
10,211
224
$523K 0.05%
3,000
-6,500
225
$516K 0.05%
5,000
7 8
9
10 11