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
51
$9.95M 0.67%
123,050
+4,975
52
$9.93M 0.67%
57,137
-3,079
53
$9.92M 0.67%
62,081
-540
54
$9.8M 0.66%
116,392
+33,819
55
$9.77M 0.66%
80,450
+33,017
56
$9.72M 0.65%
604,896
-2,520
57
$9.7M 0.65%
39,805
+897
58
$9.67M 0.65%
31,990
+1,288
59
$9.46M 0.64%
99,595
-41,270
60
$9.33M 0.63%
87,731
+111
61
$9.18M 0.62%
74,109
+316
62
$9.1M 0.61%
49,462
+1,035
63
$9M 0.6%
83,678
-2,022
64
$8.73M 0.59%
368,648
+70,536
65
$8.71M 0.58%
137,730
+1,871
66
$8.64M 0.58%
92,784
-42,011
67
$8.31M 0.56%
301,047
+4,965
68
$8.2M 0.55%
115,288
+59,300
69
$7.82M 0.52%
161,831
+45,769
70
$7.79M 0.52%
87,005
+6,847
71
$7.67M 0.51%
75,742
+8,265
72
$7.57M 0.51%
110,454
+7,578
73
$7.28M 0.49%
51,300
+2,410
74
$7.04M 0.47%
147,529
+17,625
75
$6.98M 0.47%
264,993
+74,621
1 2
3
4 5