ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.58M
3
+$5.51M
4
UNH icon
UnitedHealth
UNH
+$4.92M
5
MPWR icon
Monolithic Power Systems
MPWR
+$4.34M

Top Sells

1
+$8.02M
2
+$6.22M
3
+$6.02M
4
WST icon
West Pharmaceutical
WST
+$4.6M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.93M

Sector Composition

1 Technology 25.17%
2 Healthcare 20.64%
3 Consumer Staples 10.59%
4 Financials 9.11%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$898K 0.06%
+5,480
202
$896K 0.06%
2,058
203
$870K 0.06%
8,038
-1,985
204
$861K 0.05%
6,520
-20
205
$852K 0.05%
15,416
-2,300
206
$804K 0.05%
4,040
-54
207
$787K 0.05%
6,217
-1,528
208
$758K 0.05%
+5,200
209
$667K 0.04%
7,667
210
$652K 0.04%
6,160
-300
211
$628K 0.04%
+3,750
212
$611K 0.04%
2,605
-25
213
$598K 0.04%
4,265
214
$553K 0.04%
7,900
-300
215
$548K 0.03%
15,575
216
$525K 0.03%
17,260
-1,104
217
$493K 0.03%
4,929
+1,193
218
$432K 0.03%
7,006
-500
219
$431K 0.03%
10,978
-300
220
$429K 0.03%
3,497
-100
221
$427K 0.03%
4,055
222
$423K 0.03%
5,875
223
$421K 0.03%
3,036
224
$417K 0.03%
20,798
-695
225
$415K 0.03%
8,823
+2,797
7 8
9
10 11