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
$1.7B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.63M
3
+$6.28M
4
CHGG icon
Chegg
CHGG
+$6.11M
5
ZEN
ZENDESK INC
ZEN
+$6.08M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$10.1M
4
WST icon
West Pharmaceutical
WST
+$9.47M
5
ZTS icon
Zoetis
ZTS
+$7.57M

Sector Composition

1 Technology 25.3%
2 Healthcare 20%
3 Consumer Staples 10.95%
4 Financials 8.51%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.7%
54,593
-607
52
$11.9M 0.7%
60,504
+21,049
53
$11.7M 0.69%
39,853
+1,265
54
$11.6M 0.68%
124,502
+24,238
55
$11.4M 0.67%
246,178
-370
56
$11.3M 0.67%
417,952
+203,744
57
$11.2M 0.66%
134,271
+691
58
$11M 0.65%
70,915
+1,860
59
$10.4M 0.61%
49,912
-741
60
$10.2M 0.6%
69,149
-1,627
61
$10.2M 0.6%
46,622
-105
62
$9.97M 0.59%
26,999
+3,154
63
$9.86M 0.58%
112,554
-3,595
64
$9.71M 0.57%
51,850
+367
65
$9.6M 0.56%
164,419
+78,522
66
$9.51M 0.56%
277,102
-2,318
67
$9.45M 0.56%
64,021
-1,425
68
$9.38M 0.55%
155,577
-1,040
69
$9.24M 0.54%
61,795
+920
70
$9.14M 0.54%
55,306
-359
71
$9.12M 0.54%
112,505
-38,476
72
$8.81M 0.52%
187,237
+3,916
73
$8.6M 0.51%
131,163
+5,150
74
$8.48M 0.5%
297,363
-26,145
75
$8.18M 0.48%
379,744
+5,061
1 2
3
4 5