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
1
$23.9M 2.46%
228,125
+3,564
2
$22.3M 2.29%
235,678
+4,805
3
$21.7M 2.23%
234,389
+840
4
$20.1M 2.07%
130,877
+3,296
5
$18.5M 1.91%
670,792
+58,336
6
$16M 1.64%
557,400
+6,810
7
$14.7M 1.51%
121,124
+3,257
8
$14M 1.44%
474,335
+14,811
9
$13.6M 1.4%
250,914
-2,498
10
$13.6M 1.4%
104,290
+3,170
11
$13.2M 1.36%
125,553
+3,531
12
$13.1M 1.35%
281,254
+9,058
13
$12.5M 1.29%
267,971
-53,863
14
$11.6M 1.2%
114,865
+51,070
15
$10.5M 1.08%
233,394
+5,751
16
$10.4M 1.07%
286,225
-3,260
17
$10.2M 1.05%
85,413
+1,385
18
$10.1M 1.04%
110,940
-969
19
$10M 1.03%
104,197
+3,160
20
$10M 1.03%
182,785
+6,540
21
$10M 1.03%
72,924
-344
22
$9.47M 0.98%
124,269
-1,885
23
$9.17M 0.94%
109,783
+3,589
24
$8.98M 0.92%
892,650
+20,200
25
$8.98M 0.92%
95,314
+5,195
1
2 3 4 5