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
$1.7B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.63M
3
+$6.28M
4
CHGG icon
Chegg
CHGG
+$6.11M
5
ZEN
ZENDESK INC
ZEN
+$6.08M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$10.1M
4
WST icon
West Pharmaceutical
WST
+$9.47M
5
ZTS icon
Zoetis
ZTS
+$7.57M

Sector Composition

1 Technology 25.3%
2 Healthcare 20%
3 Consumer Staples 10.95%
4 Financials 8.51%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$421K 0.02%
6,349
227
$420K 0.02%
10,878
-100
228
$408K 0.02%
3,497
229
$407K 0.02%
3,915
-100
230
$388K 0.02%
2,200
231
$385K 0.02%
2,616
-420
232
$384K 0.02%
10,725
+1,700
233
$374K 0.02%
4,623
234
$373K 0.02%
1,115
+1
235
$372K 0.02%
4,055
-850
236
$338K 0.02%
1,124
-18,618
237
$336K 0.02%
6,435
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238
$315K 0.02%
+2,565
239
$313K 0.02%
1,640
240
$307K 0.02%
4,920
-1,343
241
$302K 0.02%
1,823
242
$301K 0.02%
9,846
-2,686
243
$301K 0.02%
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244
$301K 0.02%
12,429
-76,033
245
$297K 0.02%
4,899
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246
$295K 0.02%
3,613
+117
247
$293K 0.02%
6,732
248
$291K 0.02%
7,870
+83
249
$282K 0.02%
3,615
+20
250
$280K 0.02%
4,570
+200
7 8 9
10
11