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
1
$26.1M 2.23%
249,299
-23,854
2
$25.5M 2.18%
221,450
+1,862
3
$21.3M 1.82%
235,822
+6,761
4
$20.2M 1.73%
133,304
+64
5
$19.8M 1.69%
124,464
+591
6
$18.4M 1.58%
296,849
+4,485
7
$17.3M 1.48%
598,240
+212,956
8
$16.4M 1.4%
307,105
+4,229
9
$16.1M 1.38%
523,227
+231
10
$15.5M 1.33%
179,994
+2,862
11
$14.7M 1.25%
109,402
+176
12
$14.3M 1.22%
254,348
-1,289
13
$14.3M 1.22%
89,255
-14,274
14
$13.7M 1.18%
454,959
+10,443
15
$13.1M 1.12%
568,161
+8,817
16
$13.1M 1.12%
+561,895
17
$12.7M 1.09%
107,783
+28,441
18
$12.3M 1.06%
118,376
+299
19
$11.8M 1.01%
75,742
+1,075
20
$11.7M 1%
339,658
-75,550
21
$11.5M 0.99%
318,241
+1,467
22
$11.4M 0.97%
287,040
+16,460
23
$11.4M 0.97%
353,753
+9,220
24
$10.7M 0.91%
182,973
-35,717
25
$10.4M 0.89%
40,844
+445
1
2 3 4 5