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
$1.65B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.23M
3
+$6.12M
4
EL icon
Estee Lauder
EL
+$5.57M
5
ZEN
ZENDESK INC
ZEN
+$5.57M

Top Sells

1
+$6.89M
2
+$5.17M
3
+$4.86M
4
ATR icon
AptarGroup
ATR
+$4.62M
5
WAB icon
Wabtec
WAB
+$4.11M

Sector Composition

1 Technology 21.2%
2 Healthcare 20.41%
3 Financials 10.6%
4 Consumer Staples 9.94%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$439K 0.03%
3,697
227
$436K 0.03%
3,335
+50
228
$436K 0.03%
+4,055
229
$435K 0.03%
4,600
-7,783
230
$421K 0.03%
1,400
231
$410K 0.02%
7,656
232
$397K 0.02%
6,595
-97
233
$386K 0.02%
3,670
-50
234
$382K 0.02%
25,353
+1,200
235
$380K 0.02%
3,734
-120
236
$375K 0.02%
10,279
237
$373K 0.02%
2,655
-50
238
$369K 0.02%
3,496
239
$368K 0.02%
3,930
240
$365K 0.02%
1,130
241
$365K 0.02%
3,273
242
$335K 0.02%
2,200
243
$327K 0.02%
5,535
+75
244
$323K 0.02%
2,376
245
$320K 0.02%
3,275
-200
246
$304K 0.02%
2,008
+100
247
$290K 0.02%
10,300
-2,000
248
$282K 0.02%
14,579
+163
249
$279K 0.02%
1,950
+200
250
$277K 0.02%
4,260
7 8 9
10
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