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
201
$967K 0.06%
21,496
+436
202
$844K 0.06%
2,896
-95
203
$834K 0.05%
4,978
+3,661
204
$803K 0.05%
4,055
-489
205
$776K 0.05%
7,792
-775
206
$755K 0.05%
7,995
-325
207
$737K 0.05%
4,325
208
$725K 0.05%
9,550
209
$684K 0.04%
19,511
-182
210
$675K 0.04%
6,136
-1,000
211
$639K 0.04%
+4,150
212
$590K 0.04%
12,265
213
$582K 0.04%
10,222
+140
214
$582K 0.04%
4,153
215
$558K 0.04%
2,019
-68
216
$554K 0.04%
3,536
-1,680
217
$537K 0.04%
22,510
+15
218
$534K 0.03%
13,053
219
$526K 0.03%
17,159
-500
220
$523K 0.03%
13,734
+5,334
221
$504K 0.03%
4,457
-117
222
$504K 0.03%
6,937
-510
223
$460K 0.03%
9,687
-190
224
$457K 0.03%
1,400
225
$452K 0.03%
8,175
7 8
9
10 11