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
76
$6.82M 0.46%
83,861
+694
77
$6.79M 0.46%
99,245
-25
78
$6.75M 0.45%
206,755
+62,955
79
$6.69M 0.45%
74,362
+15,856
80
$6.57M 0.44%
140,289
+219
81
$6.57M 0.44%
121,823
+30,450
82
$6.41M 0.43%
32,549
+1,158
83
$6.34M 0.43%
145,522
+73,349
84
$6.18M 0.41%
35,200
+1,085
85
$6.17M 0.41%
42,632
+725
86
$6.1M 0.41%
105,492
-2,513
87
$6.04M 0.41%
75,296
+1,625
88
$5.95M 0.4%
35,912
+692
89
$5.94M 0.4%
57,177
+51,903
90
$5.78M 0.39%
61,602
+546
91
$5.69M 0.38%
70,640
-303
92
$5.67M 0.38%
33,515
+285
93
$5.67M 0.38%
51,436
-4
94
$5.59M 0.37%
130,177
-62,540
95
$5.46M 0.37%
84,193
-149,310
96
$5.44M 0.37%
60,405
+20,225
97
$5.41M 0.36%
33,047
+1,636
98
$5.36M 0.36%
21,735
-450
99
$5.25M 0.35%
64,209
+2,098
100
$5.22M 0.35%
69,334
-1,896
2 3
4
5 6