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
251
$500K 0.02%
1,318
252
$485K 0.02%
10,178
-200
253
$475K 0.02%
4,538
254
$464K 0.02%
9,545
-127
255
$445K 0.02%
5,516
256
$443K 0.02%
7,266
+260
257
$435K 0.02%
3,360
-200
258
$419K 0.02%
3,970
259
$417K 0.02%
3,574
260
$413K 0.02%
2,000
-200
261
$413K 0.02%
+18,302
262
$406K 0.02%
10,525
+1,100
263
$398K 0.02%
5,550
264
$394K 0.02%
10,150
+350
265
$391K 0.02%
1,400
266
$390K 0.02%
+1,903
267
$389K 0.02%
1,741
268
$385K 0.02%
1,618
269
$379K 0.02%
4,637
-188
270
$364K 0.02%
7,155
+190
271
$361K 0.02%
3,225
272
$360K 0.02%
1,200
273
$354K 0.02%
5,858
+426
274
$335K 0.01%
6,732
275
$334K 0.01%
4,582
+32
9 10
11
12 13