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
201
$812K 0.07%
26,680
-2,880
202
$792K 0.07%
11,755
+3,145
203
$752K 0.06%
19,480
+1,920
204
$745K 0.06%
11,055
205
$743K 0.06%
30,402
-1,731
206
$742K 0.06%
14,793
-496
207
$736K 0.06%
7,936
208
$724K 0.06%
29,245
-67
209
$707K 0.06%
7,723
-475
210
$706K 0.06%
17,859
-9,298
211
$692K 0.06%
5,401
+500
212
$686K 0.06%
6,659
213
$662K 0.06%
13,147
-440
214
$613K 0.05%
6,950
-225
215
$596K 0.05%
7,870
-300
216
$583K 0.05%
8,686
-1,464
217
$582K 0.05%
6,735
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218
$581K 0.05%
8,448
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219
$572K 0.05%
6,896
220
$561K 0.05%
9,083
-382
221
$556K 0.05%
59,700
-2,000
222
$552K 0.05%
5,717
223
$549K 0.05%
12,700
224
$533K 0.05%
6,359
-2,153
225
$526K 0.05%
7,387
-267
7 8
9
10 11