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
$2.11B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$14.2M
3
+$13M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$8.26M
5
CDNA icon
CareDx
CDNA
+$7.83M

Top Sells

1
+$24.1M
2
+$7.82M
3
+$7.31M
4
SPLK
Splunk Inc
SPLK
+$6.98M
5
CHGG icon
Chegg
CHGG
+$6.54M

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
26
$18.6M 0.88%
411,792
-2,565
27
$18M 0.85%
189,709
-54,495
28
$17.5M 0.83%
650,950
+266,750
29
$17.5M 0.83%
44,011
+935
30
$17.3M 0.82%
35,425
-726
31
$17.1M 0.81%
156,368
-582
32
$17.1M 0.81%
48,422
-33
33
$16.1M 0.76%
32,225
+121
34
$16.1M 0.76%
66,251
-16,867
35
$16M 0.76%
54,914
-141
36
$15.5M 0.73%
62,375
-961
37
$15.5M 0.73%
116,281
+214
38
$15.3M 0.73%
72,225
+778
39
$15.2M 0.72%
54,886
+185
40
$15.1M 0.72%
61,500
-606
41
$15M 0.71%
66,306
+13,598
42
$14.6M 0.69%
75,174
-40
43
$14.6M 0.69%
169,862
-76,301
44
$14.3M 0.68%
+212,215
45
$14.3M 0.68%
90,244
+46,529
46
$14.2M 0.68%
+161,710
47
$14.2M 0.67%
193,254
-691
48
$14M 0.66%
54,941
-694
49
$14M 0.66%
555,574
-5,386
50
$13.9M 0.66%
68,993
-25,239
1
2
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