Azimuth Capital Management LLC — Q1 2017 13F保有銘柄

Name: Azimuth Capital Management LLC — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001352512

申告総資産額

$23.4億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全278銘柄）

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	PEP	Pepsico INC	株式-生活必需品	2.24%	—	-0.47%
2	JNJ	Johnson & Johnson	株式-ヘルスケア	1.97%	—	-11.20%
3	AAPL	Apple INC	株式-IT	1.76%	—	+1.64%
4	IBM	Intl Business Machines CORP	株式-IT	1.66%	—	-0.78%
5	✓	Exxon Mobil Corporation	株式-その他	1.62%	—	+4.23%
6	MSFT	Microsoft CORP	株式-IT	1.62%	—	+2.89%
7	AEP	American Electric Power Company, Inc.	株式-公益事業	1.59%	—	+3.41%
8	PFE	Pfizer INC	株式-ヘルスケア	1.39%	—	+1.27%
9	HD	Home Depot INC	株式-一般消費財	1.32%	—	+2.25%
10	✓	J P Morgan Chase And Co	株式-その他	1.32%	—	+3.55%
11	✓	Cisco Systems, Inc.	株式-その他	1.25%	—	+0.68%
12	✓	Merck & Co., Inc.	株式-その他	1.24%	—	+0.03%
13	✓	Verizon Communications Inc.	株式-その他	1.23%	—	+2.03%
14	✓	UnitedHealth Group Incorporated	株式-その他	1.18%	—	+0.50%
15	CVX	Chevron CORP	株式-エネルギー	1.15%	—	+23.16%
16	WMT	Walmart INC	株式-生活必需品	1.12%	—	+1.95%
17	BA	Boeing Co/the	株式-資本財	1.10%	—	+1.99%
18	XLF	Ss Financial Select Sector	ETF-その他	1.09%	—	+1.81%
19	DIS	Walt Disney Co/the	株式-通信サービス	1.08%	—	-0.41%
20	✓	Comcast Corporation	株式-その他	1.05%	—	+104.23%
21	✓	Broadcom Inc.	株式-その他	1.03%	—	+3.30%
22	✓	Alphabet Inc.	株式-その他	1.00%	—	+1.85%
23	AMZN	Amazon.com INC	株式-一般消費財	1.00%	—	+3.27%
24	✓	Meta Platforms, Inc.	株式-その他	1.00%	—	+2.70%
25	INTC	Intel CORP	株式-IT	0.97%	—	+4.37%
26	✓	Visa Inc.	株式-その他	0.96%	—	+2.92%
27	✓	Ulta Beauty, Inc.	株式-その他	0.95%	—	+1.27%
28	MRSH	Marsh & Mclennan Cos	株式-金融	0.92%	—	+1.32%
29	SYK	Stryker CORP	株式-ヘルスケア	0.91%	—	+1.19%
30	✓	AT & T, Inc. New	株式-その他	0.90%	—	+0.76%
31	DOW	Dow Chem Co	株式-素材	0.90%	—	-0.61%
32	PG	Procter & Gamble Co/the	株式-生活必需品	0.89%	—	+1.78%
33	✓	3m Co	株式-その他	0.87%	—	-1.24%
34	CELG	Celgene CORP	株式-その他	0.84%	—	+1.25%
35	SCHW	Schwab (charles) CORP	株式-金融	0.83%	—	+215.71%
36	✓	BlackRock, Inc.	株式-その他	0.83%	—	+3.82%
37	GD	General Dynamics CORP	株式-資本財	0.79%	—	+2.71%
38	WBA	Walgreens Boots Alliance INC	株式-その他	0.78%	—	+0.09%
39	ROST	Ross Stores INC	株式-一般消費財	0.78%	—	+3.78%
40	RMD	Resmed INC	株式-ヘルスケア	0.75%	—	-2.33%
41	CL	Colgate-palmolive Co	株式-生活必需品	0.75%	—	+1.46%
42	MCD	Mcdonald's CORP	株式-一般消費財	0.74%	—	+1.43%
43	ABT	Abbott Laboratories	株式-ヘルスケア	0.70%	—	+1.80%
44	EMR	Emerson Electric Co	株式-資本財	0.69%	—	-18.33%
45	BAX	Baxter International INC	株式-ヘルスケア	0.68%	—	-26.31%
46	RGA	Reinsurance Group Of America	株式-金融	0.68%	—	-0.47%
47	✓	Costco Wholesale Corporation	株式-その他	0.67%	—	+4.64%
48	✓	Medtronic plc	株式-その他	0.67%	—	-27.59%
49	ADP	Automatic Data Processing	株式-IT	0.66%	—	-1.27%
50	SBUX	Starbucks CORP	株式-一般消費財	0.66%	—	+2.65%

1–50 of 200

今四半期の持株変動

Azimuth Capital Management LLCがQ1 2017時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	SCHW	Schwab (charles) CORP	+0.6%	+215.71%	増加
2	AAPL	Apple INC	+0.3%	+1.64%	増加
3	UNP	Union Pacific CORP	+0.3%	+87.22%	増加
4	DFSEUR	Discover Financial Services	+0.2%	+97.30%	増加
5	✓	BankUnited Inc	+0.2%	+75.47%	増加
6	✓	Broadcom Inc.	+0.2%	+3.30%	増加
7	✓	Meta Platforms, Inc.	+0.2%	+2.70%	増加
8	✓	Signature Bk New York N Y	+0.2%	+57.84%	増加
9	✓	Check Point Software Technologies Ltd.	+0.2%	+28.10%	増加
10	EEM	Ishares Msci Emerging Market	+0.1%	+56.06%	増加
11	AMZN	Amazon.com INC	+0.1%	+3.27%	増加
12	EDU	New Oriental Education & Technology Group Inc.	+0.1%	+7.96%	増加
13	BA	Boeing Co/the	+0.1%	+1.99%	増加
14	✓	Visa Inc.	+0.1%	+2.92%	増加
15	HD	Home Depot INC	+0.1%	+2.25%	増加
16	✓	Cisco Systems, Inc.	+0.1%	+0.68%	増加
17	ABT	Abbott Laboratories	+0.1%	+1.80%	増加
18	CVX	Chevron CORP	+0.1%	+23.16%	増加
19	✓	Ulta Beauty, Inc.	+0.1%	+1.27%	増加
20	✓	American Tower Corporation	+0.1%	+2.06%	増加
21	KMB	Kimberly-clark CORP	+0.1%	+0.73%	増加
22	✓	Comcast Corporation	+0.1%	+104.23%	増加
23	CL	Colgate-palmolive Co	+0.1%	+1.46%	増加
24	MSFT	Microsoft CORP	0%	+2.89%	増加
25	SYK	Stryker CORP	0%	+1.19%	増加
26	MRSH	Marsh & Mclennan Cos	0%	+1.32%	増加
27	RMD	Resmed INC	0%	-2.33%	減少
28	✓	Merck & Co., Inc.	0%	+0.03%	増加
29	PEP	Pepsico INC	0%	-0.47%	減少
30	PFE	Pfizer INC	0%	+1.27%	増加
31	CAT	Caterpillar INC	-0.1%	-31.77%	減少
32	AOS	Smith (a.o.) CORP	-0.1%	-20.58%	減少
33	EMR	Emerson Electric Co	-0.2%	-18.33%	減少
34	✓	Wec Energy Group INC	-0.2%	-35.05%	減少
35	✓	Ultimate Software Group Inc	-0.2%	-22.64%	減少
36	BAX	Baxter International INC	-0.2%	-26.31%	減少
37	✓	Verizon Communications Inc.	-0.2%	+2.03%	増加
38	✓	Intuitive Surgical, Inc.	-0.2%	-44.83%	減少
39	✓	Medtronic plc	-0.2%	-27.59%	減少
40	✓	Exxon Mobil Corporation	-0.2%	+4.23%	増加
41	APH	Amphenol Corp-cl A	-0.2%	-24.60%	減少
42	BDX	Becton Dickinson And Co	-0.2%	-44.40%	減少
43	✓	Accenture plc	-0.2%	-22.95%	減少
44	✓	Acuity Inc.	-0.3%	-41.38%	減少
45	BMY	Bristol-myers Squibb Co	-0.4%	-31.38%	減少
46	WAB	Wabtec CORP	—	NEW	新規購入
47	✓	Prudential plc	—	NEW	新規購入
48	NVZMY	Novonesis (novozymes)-adr	—	EXIT	全売却
49	✓		—	EXIT	全売却
50	✓	Enbridge Inc.	—	NEW	新規購入