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
$2.32B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$10.3M
3
+$8.59M
4
LULU icon
lululemon athletica
LULU
+$8.38M
5
MMC icon
Marsh & McLennan
MMC
+$7.63M

Top Sells

1
+$8.57M
2
+$7.48M
3
+$6.47M
4
GWRE icon
Guidewire Software
GWRE
+$5.92M
5
ABT icon
Abbott
ABT
+$5.92M

Sector Composition

1 Technology 23.31%
2 Healthcare 17.97%
3 Financials 10.36%
4 Industrials 8.64%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$896K 0.04%
12,325
-202
227
$877K 0.04%
11,917
-30
228
$818K 0.04%
1,903
229
$810K 0.04%
8,335
230
$803K 0.03%
2,693
+60
231
$789K 0.03%
+13,385
232
$783K 0.03%
6,192
-150
233
$775K 0.03%
54,279
+28,342
234
$768K 0.03%
4,028
-2
235
$719K 0.03%
7,250
-300
236
$717K 0.03%
8,321
+151
237
$711K 0.03%
6,153
+182
238
$701K 0.03%
3,335
239
$649K 0.03%
+10,245
240
$607K 0.03%
19,216
-1,963
241
$606K 0.03%
3,521
+24
242
$597K 0.03%
3,796
-159
243
$580K 0.03%
2,989
-9
244
$576K 0.02%
4,940
-50
245
$571K 0.02%
4,963
+2,780
246
$565K 0.02%
9,925
+675
247
$554K 0.02%
13,817
-659
248
$533K 0.02%
2,855
+25
249
$520K 0.02%
4,193
+28
250
$501K 0.02%
13,775
-1,800
8 9
10
11 12