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
251
$274K 0.02%
2,284
252
$271K 0.02%
11,069
253
$263K 0.02%
3,270
-100
254
$260K 0.02%
4,700
255
$258K 0.02%
5,500
256
$256K 0.02%
4,378
257
$250K 0.02%
2,750
258
$248K 0.02%
4,300
259
$243K 0.01%
+4,050
260
$233K 0.01%
3,955
261
$228K 0.01%
7,840
262
$226K 0.01%
+6,000
263
$224K 0.01%
+4,700
264
$210K 0.01%
4,200
265
$208K 0.01%
4,600
-700
266
– –
-345,920
267
– –
-160,710
268
– –
-3,700
269
– –
-2,844
270
– –
-57,156
271
– –
-1,958
272
– –
-35,362
7 8 9 10
11