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
1
$23.5M 2.83%
127,614
-11,372
2
$20M 2.41%
203,409
+1,369
3
$18.3M 2.21%
187,482
-17,999
4
$16M 1.94%
296,247
-25,221
5
$14.9M 1.79%
177,954
-5,559
6
$14.3M 1.72%
115,137
-8,310
7
$14M 1.69%
294,037
+38,826
8
$13.9M 1.68%
544,839
-122,154
9
$13.1M 1.58%
429,099
-25,251
10
$12.5M 1.5%
99,352
-11,040
11
$11.6M 1.41%
191,808
-21,406
12
$11.1M 1.34%
137,986
-22,336
13
$9.68M 1.17%
505,064
+29,680
14
$9.59M 1.16%
233,829
-13,249
15
$9.46M 1.14%
366,361
-6,265
16
$9.13M 1.1%
93,627
-82
17
$8.95M 1.08%
78,901
-10,847
18
$8.6M 1.04%
114,921
-137
19
$8.27M 1%
84,349
+5,190
20
$8.17M 0.99%
157,182
-28,061
21
$7.71M 0.93%
116,814
+6,734
22
$7.62M 0.92%
304,554
+2,102
23
$7.47M 0.9%
79,646
+570
24
$7.22M 0.87%
90,153
-22,442
25
$7.21M 0.87%
106,352
-9,681
1
2 3 4 5