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
101
$8.51M 0.37%
45,490
+5,090
102
$8.48M 0.37%
63,360
+1,135
103
$8.38M 0.36%
+22,954
104
$8.2M 0.35%
112,175
+4,555
105
$8.17M 0.35%
473,025
+5,880
106
$7.92M 0.34%
29,068
+27,283
107
$7.86M 0.34%
74,510
+3,195
108
$7.81M 0.34%
31,877
+850
109
$7.7M 0.33%
34,536
+436
110
$7.66M 0.33%
33,797
+1,343
111
$7.45M 0.32%
285,680
+8,600
112
$7.44M 0.32%
279,580
+3,900
113
$7.28M 0.31%
286,785
-4,800
114
$7.1M 0.31%
253,550
-3,000
115
$7.09M 0.31%
35,151
-1,500
116
$7.08M 0.31%
50,250
+1,410
117
$6.97M 0.3%
128,751
+1,324
118
$6.88M 0.3%
67,059
+2,480
119
$6.87M 0.3%
60,226
+2,080
120
$6.86M 0.3%
260,165
+15,850
121
$6.7M 0.29%
83,248
+1,935
122
$6.69M 0.29%
112,995
+2,970
123
$6.68M 0.29%
27,632
-2,140
124
$6.58M 0.28%
77,106
-1,839
125
$6.5M 0.28%
25,376
+509
3 4
5
6 7