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
$1.65B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.23M
3
+$6.12M
4
EL icon
Estee Lauder
EL
+$5.57M
5
ZEN
ZENDESK INC
ZEN
+$5.57M

Top Sells

1
+$6.89M
2
+$5.17M
3
+$4.86M
4
ATR icon
AptarGroup
ATR
+$4.62M
5
WAB icon
Wabtec
WAB
+$4.11M

Sector Composition

1 Technology 21.2%
2 Healthcare 20.41%
3 Financials 10.6%
4 Consumer Staples 9.94%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.02M 0.24%
65,880
-238
127
$3.92M 0.24%
70,386
-711
128
$3.91M 0.24%
56,276
+3,220
129
$3.86M 0.23%
47,200
-2,560
130
$3.75M 0.23%
61,856
-500
131
$3.7M 0.22%
84,766
-222
132
$3.59M 0.22%
93,785
+545
133
$3.54M 0.22%
19,997
+295
134
$3.5M 0.21%
99,294
+1,464
135
$3.47M 0.21%
28,944
+135
136
$3.44M 0.21%
62,035
-605
137
$3.43M 0.21%
93,645
+1,160
138
$3.4M 0.21%
11,505
+955
139
$3.38M 0.21%
159,775
+737
140
$3.33M 0.2%
14,148
141
$3.3M 0.2%
36,495
-27,610
142
$3.22M 0.2%
19,140
-14,678
143
$3.2M 0.19%
150,415
+820
144
$3.19M 0.19%
60,370
-400
145
$3.15M 0.19%
28,360
+655
146
$3.08M 0.19%
99,600
-78,112
147
$3.06M 0.19%
36,025
-170
148
$2.98M 0.18%
112,812
-66
149
$2.95M 0.18%
101,850
-3,950
150
$2.93M 0.18%
58,817
-165
4 5
6
7 8