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
$2.32B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$10.3M
3
+$8.59M
4
LULU icon
lululemon athletica
LULU
+$8.38M
5
MMC icon
Marsh & McLennan
MMC
+$7.63M

Top Sells

1
+$8.57M
2
+$7.48M
3
+$6.47M
4
GWRE icon
Guidewire Software
GWRE
+$5.92M
5
ABT icon
Abbott
ABT
+$5.92M

Sector Composition

1 Technology 23.31%
2 Healthcare 17.97%
3 Financials 10.36%
4 Industrials 8.64%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.65%
126,444
-63,265
52
$14.8M 0.64%
93,270
+3,026
53
$14.7M 0.63%
188,596
-4,658
54
$14.6M 0.63%
263,938
+8,171
55
$14.5M 0.63%
557,654
+2,080
56
$14.3M 0.62%
136,552
+6,729
57
$14.1M 0.61%
54,376
+1,801
58
$13.9M 0.6%
63,109
+1,735
59
$13.5M 0.58%
120,043
+1,437
60
$13.5M 0.58%
108,618
+5,240
61
$13.4M 0.58%
55,795
+854
62
$13.2M 0.57%
70,282
+1,289
63
$13.2M 0.57%
157,844
+1,695
64
$12.9M 0.56%
139,405
-22,305
65
$12.7M 0.55%
132,033
+1,010
66
$12.6M 0.55%
225,321
+10,909
67
$12.6M 0.54%
93,079
-538
68
$12.5M 0.54%
185,240
+9,185
69
$12.5M 0.54%
92,371
+1,935
70
$12.3M 0.53%
629,435
+243,064
71
$12.2M 0.52%
192,066
+713
72
$11.8M 0.51%
224,825
+25,267
73
$11.7M 0.5%
220,003
-1,069
74
$11.4M 0.49%
140,582
+5,055
75
$11.1M 0.48%
269,752
-3,857
1 2
3
4 5