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
$2.11B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$14.2M
3
+$13M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$8.26M
5
CDNA icon
CareDx
CDNA
+$7.83M

Top Sells

1
+$24.1M
2
+$7.82M
3
+$7.31M
4
SPLK
Splunk Inc
SPLK
+$6.98M
5
CHGG icon
Chegg
CHGG
+$6.54M

Sector Composition

1 Technology 22.39%
2 Healthcare 17.65%
3 Financials 10.51%
4 Industrials 9.1%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$889K 0.04%
1,870
-103
227
$816K 0.04%
12,527
-3,114
228
$802K 0.04%
4,265
229
$757K 0.04%
1,903
230
$748K 0.04%
2,633
231
$733K 0.03%
6,342
-600
232
$707K 0.03%
4,030
-25
233
$705K 0.03%
8,170
-200
234
$686K 0.03%
5,971
-200
235
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7,550
-275
236
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21,179
-3,505
237
$641K 0.03%
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-50
238
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8,335
+1,900
239
$612K 0.03%
3,335
240
$590K 0.03%
2,830
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241
$586K 0.03%
15,575
242
$570K 0.03%
2,998
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243
$545K 0.03%
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-50
244
$542K 0.03%
3,497
245
$531K 0.03%
10,378
-300
246
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14,476
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247
$514K 0.02%
4,990
+1,400
248
$512K 0.02%
9,250
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249
$492K 0.02%
4,165
250
$488K 0.02%
10,500
8 9
10
11 12