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
$1.49B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.3M
3
+$9.98M
4
SBUX icon
Starbucks
SBUX
+$9.61M
5
RCL icon
Royal Caribbean
RCL
+$9.23M

Top Sells

1
+$13.2M
2
+$12.4M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.68M
5
ULTI
Ultimate Software Group Inc
ULTI
+$8.82M

Sector Composition

1 Healthcare 20.67%
2 Technology 19.39%
3 Consumer Staples 10.17%
4 Industrials 9.93%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$412K 0.03%
7,954
-200
227
$408K 0.03%
8,470
+3,225
228
$405K 0.03%
1,400
229
$401K 0.03%
6,692
230
$392K 0.03%
6,100
231
$389K 0.03%
3,697
-1,166
232
$376K 0.03%
2,940
233
$374K 0.03%
3,851
-1,089
234
$367K 0.02%
3,250
-720
235
$346K 0.02%
8,400
236
$344K 0.02%
+1,210
237
$343K 0.02%
3,496
-12
238
$337K 0.02%
3,930
-35
239
$336K 0.02%
10,279
240
$329K 0.02%
11,300
241
$329K 0.02%
3,875
242
$328K 0.02%
1,808
-97
243
$327K 0.02%
2,580
-50
244
$322K 0.02%
3,753
-150
245
$321K 0.02%
5,460
-1,315
246
$314K 0.02%
3,299
-216
247
$311K 0.02%
+2,653
248
$311K 0.02%
17,084
-217
249
$306K 0.02%
24,153
-2,500
250
$280K 0.02%
11,700
8 9
10
11 12