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
$1.65B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.23M
3
+$6.12M
4
EL icon
Estee Lauder
EL
+$5.57M
5
ZEN
ZENDESK INC
ZEN
+$5.57M

Top Sells

1
+$6.89M
2
+$5.17M
3
+$4.86M
4
ATR icon
AptarGroup
ATR
+$4.62M
5
WAB icon
Wabtec
WAB
+$4.11M

Sector Composition

1 Technology 21.2%
2 Healthcare 20.41%
3 Financials 10.6%
4 Consumer Staples 9.94%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 0.97%
355,377
-4,305
27
$15.9M 0.97%
77,036
+26,965
28
$15.8M 0.96%
146,471
-528
29
$15.8M 0.96%
226,874
-11,963
30
$15.7M 0.95%
104,506
+200
31
$15M 0.91%
46,113
-12,023
32
$14.9M 0.91%
94,613
+160
33
$14.9M 0.9%
123,476
-8,214
34
$13.7M 0.83%
148,060
-52,640
35
$13.4M 0.81%
86,244
-3,045
36
$13.3M 0.81%
106,198
-1,804
37
$13.2M 0.8%
214,743
-2,445
38
$13.2M 0.8%
149,775
+1,460
39
$13.1M 0.8%
61,895
+65
40
$12.8M 0.78%
43,673
-1,061
41
$12.8M 0.78%
2,174,920
+2,086,640
42
$12.3M 0.75%
389,020
-130
43
$12.2M 0.74%
221,021
-1,835
44
$12.1M 0.73%
20,694
+170
45
$12M 0.73%
60,945
-42
46
$11.9M 0.72%
39,650
+522
47
$11.6M 0.7%
138,619
-41,765
48
$11.5M 0.7%
76,545
-19,455
49
$11.3M 0.69%
39,272
+785
50
$11.2M 0.68%
83,884
-925
1
2
3 4 5