ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$12.6M
4
CDNA icon
CareDx
CDNA
+$8.93M
5
ZS icon
Zscaler
ZS
+$8.46M

Top Sells

1
+$22.7M
2
+$8.05M
3
+$7.6M
4
CHGG icon
Chegg
CHGG
+$7.27M
5
ABT icon
Abbott
ABT
+$7.23M

Sector Composition

1 Technology 22.39%
2 Healthcare 17.65%
3 Financials 10.51%
4 Industrials 9.1%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$202K 0.01%
975
-50
302
$201K 0.01%
2,459
-562
303
$201K 0.01%
1,485
-51,604
304
$50K ﹤0.01%
33,500
305
– –
-2,750
306
– –
-75,918
307
– –
-1,250
308
– –
-760
309
– –
-9,600
9 10 11 12
13