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
126
$3.58M 0.24%
17,802
+789
127
$3.48M 0.23%
38,260
-1,595
128
$3.4M 0.23%
26,865
+355
129
$3.4M 0.23%
91,595
+1,010
130
$3.34M 0.22%
88,830
+49,850
131
$3.27M 0.22%
64,708
+5,323
132
$3.26M 0.22%
74,467
+8,807
133
$3.21M 0.22%
27,004
+1,470
134
$3.21M 0.22%
66,456
-4,356
135
$3.16M 0.21%
19,872
136
$3.15M 0.21%
59,920
+13,830
137
$3.13M 0.21%
58,752
+2,685
138
$3.09M 0.21%
61,770
139
$3.06M 0.21%
27,383
+14,822
140
$2.94M 0.2%
142,995
+66,135
141
$2.91M 0.2%
91,194
-59,564
142
$2.9M 0.19%
49,773
+2,278
143
$2.8M 0.19%
14,648
-508
144
$2.78M 0.19%
64,558
-2,550
145
$2.75M 0.18%
41,521
+21,960
146
$2.69M 0.18%
65,563
-66,407
147
$2.67M 0.18%
75,280
+21,840
148
$2.67M 0.18%
40,995
+2,100
149
$2.65M 0.18%
14,111
+2,876
150
$2.63M 0.18%
48,070
-37,385
4 5
6
7 8