ACM
Azimuth Capital Management Portfolio holdings
AUM
$2.34B
1-Year Return
16.67%
This Quarter Return
+9.35%
1 Year Return
+16.67%
3 Year Return
+80.29%
5 Year Return
+136.71%
10 Year Return
–
AUM
$1.7B
AUM Growth
+$127M
(+8.1%)
Cap. Flow
-$4.27M
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
18.82%
Holding
280
New
11
Increased
107
Reduced
121
Closed
10
Top Buys
| 1 |
ABMD
Abiomed Inc
ABMD
|
$6.74M |
| 2 |
Workday
WDAY
|
$6.63M |
| 3 |
Intuitive Surgical
ISRG
|
$6.28M |
| 4 |
Chegg
CHGG
|
$6.11M |
| 5 |
ZEN
ZENDESK INC
ZEN
|
$6.08M |
Top Sells
| 1 |
Apple
AAPL
|
$11.4M |
| 2 |
Salesforce
CRM
|
$10.7M |
| 3 |
Marsh & McLennan
MMC
|
$10.1M |
| 4 |
West Pharmaceutical
WST
|
$9.47M |
| 5 |
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% |
