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
251
$251K 0.01%
1,250
+150
252
$245K 0.01%
3,825
+400
253
$241K 0.01%
1,200
254
$232K 0.01%
25,353
255
$225K 0.01%
2,750
256
$221K 0.01%
1,250
-2,500
257
$216K 0.01%
+930
258
$215K 0.01%
+991
259
$200K 0.01%
+2,193
260
$185K 0.01%
10,279
261
$124K 0.01%
10,410
-700
262
$10K ﹤0.01%
+15,000
263
– –
-2,600
264
– –
-4,300
265
– –
-31,725
266
– –
-67,615
267
– –
-5,775
268
– –
-119,954
269
– –
-3,221
270
– –
-101,311
271
– –
-10,000
272
– –
-10,000
7 8 9 10
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