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
$1.27B
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$10.8M
4
ATR icon
AptarGroup
ATR
+$7.56M
5
GWRE icon
Guidewire Software
GWRE
+$3.72M

Top Sells

1
+$5.88M
2
+$5.67M
3
+$4.99M
4
ROST icon
Ross Stores
ROST
+$4.59M
5
VRSK icon
Verisk Analytics
VRSK
+$3.52M

Sector Composition

1 Healthcare 18.47%
2 Technology 13.13%
3 Financials 11.82%
4 Industrials 10.98%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$545K 0.04%
8,215
227
$534K 0.04%
10,294
-8,170
228
$500K 0.04%
9,029
-22
229
$486K 0.04%
7,185
230
$484K 0.04%
5,379
-784
231
$467K 0.04%
+7,037
232
$425K 0.03%
1,955
-50
233
$414K 0.03%
30,644
-120
234
$403K 0.03%
3,043
235
$400K 0.03%
5,138
-252
236
$392K 0.03%
4,739
-1,046
237
$386K 0.03%
8,065
+1,350
238
$374K 0.03%
5,200
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239
$372K 0.03%
6,925
240
$368K 0.03%
8,363
241
$365K 0.03%
4,600
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242
$360K 0.03%
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243
$360K 0.03%
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244
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3,000
245
$324K 0.03%
+10,279
246
$323K 0.03%
3,508
247
$320K 0.03%
1,442
+180
248
$315K 0.02%
3,952
249
$314K 0.02%
8,100
+200
250
$314K 0.02%
5,845
-249
8 9
10
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