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
101
$5.21M 0.35%
64,870
+2,160
102
$5.16M 0.35%
114,470
+25,161
103
$5.03M 0.34%
62,660
+1,270
104
$5.02M 0.34%
212,496
-200,284
105
$5M 0.34%
93,895
-30,560
106
$4.99M 0.33%
62,077
+1,062
107
$4.97M 0.33%
33,335
-5,600
108
$4.96M 0.33%
198,807
+132,868
109
$4.86M 0.33%
83,850
+30,178
110
$4.85M 0.33%
261,878
+81,440
111
$4.74M 0.32%
37,045
+12,180
112
$4.74M 0.32%
87,202
-26,585
113
$4.67M 0.31%
74,597
+600
114
$4.6M 0.31%
103,995
+5,375
115
$4.55M 0.31%
73,068
+2,800
116
$4.54M 0.3%
10,633
-218
117
$4.4M 0.3%
59,687
+28,567
118
$4.28M 0.29%
66,851
+2,665
119
$4.24M 0.28%
23,278
+960
120
$4.08M 0.27%
82,047
-3,788
121
$3.99M 0.27%
51,365
-4,430
122
$3.84M 0.26%
51,357
+1,800
123
$3.81M 0.26%
156,090
+3,135
124
$3.76M 0.25%
47,526
+1,483
125
$3.62M 0.24%
66,770
+24,560
3 4
5
6 7