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
51
$11.1M 0.67%
374,557
-2,931
52
$11.1M 0.67%
67,281
-1,692
53
$11M 0.67%
141,804
+2,496
54
$11M 0.67%
67,532
+282
55
$10.7M 0.65%
59,245
-275
56
$10.7M 0.65%
130,442
-50
57
$10.5M 0.64%
570,574
-11,376
58
$10.5M 0.64%
118,388
-1,990
59
$10.4M 0.63%
58,766
+773
60
$10.2M 0.62%
176,120
+7,270
61
$10.2M 0.62%
77,382
-897
62
$10.1M 0.61%
157,232
-1,454
63
$10.1M 0.61%
285,687
-4,180
64
$10M 0.61%
37,762
-287
65
$10M 0.61%
58,715
-1,228
66
$9.82M 0.6%
115,797
-140
67
$9.81M 0.6%
114,955
+490
68
$9.68M 0.59%
48,964
-1,890
69
$9.52M 0.58%
69,205
-655
70
$9.32M 0.57%
35,675
+118
71
$9.13M 0.55%
138,000
+3,605
72
$8.97M 0.54%
30,295
-4,015
73
$8.85M 0.54%
150,033
+2,773
74
$8.71M 0.53%
75,853
-3,788
75
$8.56M 0.52%
156,460
+44,309
1 2
3
4 5