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
126
$6.48M 0.28%
94,075
+6,640
127
$6.37M 0.28%
76,994
-4,550
128
$6.12M 0.26%
226,895
+10,325
129
$6.1M 0.26%
79,290
+20,370
130
$6.09M 0.26%
149,328
+5,347
131
$5.89M 0.25%
101,494
+2,508
132
$5.8M 0.25%
72,665
+2,700
133
$5.78M 0.25%
65,405
+560
134
$5.58M 0.24%
20,074
+40
135
$5.48M 0.24%
78,181
+5,880
136
$5.44M 0.23%
76,868
+5
137
$5.43M 0.23%
65,403
+4,595
138
$5.29M 0.23%
101,253
+5,685
139
$5.22M 0.23%
286,628
+79,135
140
$5M 0.22%
121,304
+9,903
141
$4.93M 0.21%
22,458
+135
142
$4.83M 0.21%
126,640
+19,050
143
$4.7M 0.2%
31,715
-11,537
144
$4.69M 0.2%
63,070
+1,035
145
$4.68M 0.2%
208,760
+13,140
146
$4.65M 0.2%
56,635
+590
147
$4.63M 0.2%
236,154
+15,159
148
$4.61M 0.2%
170,950
-2,000
149
$4.55M 0.2%
55,890
-350
150
$4.42M 0.19%
49,655
+1,239
4 5
6
7 8