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
$1.49B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.3M
3
+$9.98M
4
SBUX icon
Starbucks
SBUX
+$9.61M
5
RCL icon
Royal Caribbean
RCL
+$9.23M

Top Sells

1
+$13.2M
2
+$12.4M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.68M
5
ULTI
Ultimate Software Group Inc
ULTI
+$8.82M

Sector Composition

1 Healthcare 20.67%
2 Technology 19.39%
3 Consumer Staples 10.17%
4 Industrials 9.93%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.98%
87,298
+52,596
27
$14.2M 0.96%
99,845
+33,605
28
$14M 0.94%
112,508
-23,080
29
$13.8M 0.93%
234,121
-30,698
30
$13.8M 0.93%
82,772
-13,273
31
$13.6M 0.91%
122,729
+90
32
$12.4M 0.83%
108,271
+80,545
33
$12.3M 0.83%
118,568
-652
34
$11.6M 0.78%
+588,320
35
$11.5M 0.77%
154,461
+129,290
36
$11.3M 0.76%
32,392
+335
37
$11.1M 0.75%
46,041
-19,404
38
$11.1M 0.74%
222,352
+90,955
39
$10.9M 0.73%
61,712
+10
40
$10.8M 0.73%
57,007
-555
41
$10.8M 0.73%
111,240
+43,190
42
$10.5M 0.7%
164,046
-34,146
43
$10.5M 0.7%
55,008
-1,827
44
$10.3M 0.69%
65,050
-27,785
45
$10.3M 0.69%
+45,870
46
$10.2M 0.69%
78,949
-3,073
47
$10.2M 0.69%
98,505
-12,320
48
$10.2M 0.69%
252,732
-32,910
49
$10.1M 0.68%
59,680
-17,108
50
$9.98M 0.67%
+67,905
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2
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