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
101
$5.55M 0.33%
+90,528
102
$5.47M 0.32%
24,104
+505
103
$5.37M 0.32%
345,060
+170,481
104
$5.26M 0.31%
298,761
+7,295
105
$5.26M 0.31%
46,444
+179
106
$5.24M 0.31%
49,682
+1,143
107
$5.22M 0.31%
33,177
-2,135
108
$5.08M 0.3%
54,422
-714
109
$4.83M 0.28%
49,897
+62
110
$4.77M 0.28%
57,483
+615
111
$4.61M 0.27%
59,683
-1,100
112
$4.24M 0.25%
96,142
+3,937
113
$4.2M 0.25%
19,722
-270
114
$4.19M 0.25%
59,685
+1,720
115
$4.18M 0.25%
72,641
-2,070
116
$4.17M 0.25%
40,857
+340
117
$4.16M 0.24%
64,965
-380
118
$4.13M 0.24%
13,863
-285
119
$4.07M 0.24%
45,995
-1,781
120
$4.04M 0.24%
135,006
+2,070
121
$3.92M 0.23%
67,769
+1,015
122
$3.66M 0.22%
155,755
-5,480
123
$3.66M 0.22%
57,473
+2,500
124
$3.66M 0.22%
118,398
+23,942
125
$3.65M 0.21%
65,510
-785
3 4
5
6 7