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
301
$234K 0.01%
+6,000
302
$234K 0.01%
+1,850
303
$219K 0.01%
4,000
304
$217K 0.01%
+411
305
$216K 0.01%
5,000
306
$214K 0.01%
+3,622
307
$212K 0.01%
+450
308
$212K 0.01%
1,466
-19
309
$211K 0.01%
2,459
310
$208K 0.01%
950
-25
311
$207K 0.01%
1,324
312
$200K 0.01%
3,000
313
$65K ﹤0.01%
33,500
314
$54K ﹤0.01%
+12,287
315
$47K ﹤0.01%
+2,500
316
– –
-58,248
317
– –
-29,713
318
– –
-1,550
319
– –
-51,465
320
– –
-10,500
9 10 11 12
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