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
$1.27B
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11M
3
+$10.8M
4
ATR icon
AptarGroup
ATR
+$7.56M
5
GWRE icon
Guidewire Software
GWRE
+$3.72M

Top Sells

1
+$5.88M
2
+$5.67M
3
+$4.99M
4
ROST icon
Ross Stores
ROST
+$4.59M
5
VRSK icon
Verisk Analytics
VRSK
+$3.52M

Sector Composition

1 Healthcare 18.47%
2 Technology 13.13%
3 Financials 11.82%
4 Industrials 10.98%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.38M 0.19%
33,607
+1,875
152
$2.31M 0.18%
23,495
-220
153
$2.28M 0.18%
40,157
-900
154
$2.26M 0.18%
119,100
-2,650
155
$2.19M 0.17%
15,573
-1,375
156
$2.17M 0.17%
15,156
157
$2.13M 0.17%
59,074
+5,110
158
$2.12M 0.17%
189,289
+8,350
159
$2.11M 0.17%
63,840
+2,670
160
$2.05M 0.16%
118,720
+2,520
161
$1.89M 0.15%
17,920
-18,075
162
$1.89M 0.15%
65,595
+135
163
$1.87M 0.15%
21,985
-1,450
164
$1.81M 0.14%
24,783
-600
165
$1.79M 0.14%
12,342
-232
166
$1.7M 0.13%
22,107
-400
167
$1.7M 0.13%
22,068
-953
168
$1.68M 0.13%
15,591
-17,520
169
$1.67M 0.13%
11,670
-275
170
$1.63M 0.13%
33,965
-10
171
$1.59M 0.12%
+46,200
172
$1.59M 0.12%
14,350
-375
173
$1.58M 0.12%
16,987
+1,125
174
$1.54M 0.12%
18,250
+3,030
175
$1.48M 0.12%
13,795
-875
5 6
7
8 9