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
51
$13.9M 0.66%
256,929
+4,009
52
$13.7M 0.65%
86,911
+177
53
$13.6M 0.65%
255,767
+10,934
54
$13.6M 0.65%
129,823
+46,139
55
$13.5M 0.64%
61,374
+325
56
$13.5M 0.64%
47,951
+545
57
$13.3M 0.63%
104,912
-61,480
58
$12.8M 0.61%
118,606
+4,652
59
$12.8M 0.61%
52,575
+1,887
60
$12.7M 0.6%
68,023
-1,503
61
$12.7M 0.6%
93,617
-2,872
62
$12.5M 0.59%
90,436
+23,548
63
$12.5M 0.59%
214,412
-4,074
64
$12.4M 0.59%
103,378
-1,215
65
$12.2M 0.58%
191,353
+943
66
$12.2M 0.58%
93,843
-3,405
67
$12.1M 0.57%
176,055
+120,615
68
$11.8M 0.56%
131,023
-2,010
69
$11.7M 0.56%
156,149
-9,185
70
$11.5M 0.54%
135,527
+1,091
71
$11.4M 0.54%
221,072
-10,861
72
$11M 0.52%
199,558
-5,535
73
$10.7M 0.51%
301,783
+3,558
74
$10.6M 0.5%
273,609
-8,050
75
$10.1M 0.48%
44,837
-1,465
1 2
3
4 5