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
151
$2.63M 0.18%
35,831
+621
152
$2.59M 0.17%
112,421
+44,663
153
$2.37M 0.16%
17,308
-700
154
$2.36M 0.16%
25,550
+870
155
$2.36M 0.16%
58,297
-34,646
156
$2.26M 0.15%
14,100
+95
157
$2.24M 0.15%
57,399
+24,935
158
$2.24M 0.15%
43,300
+1,965
159
$2.21M 0.15%
106,800
+550
160
$2.21M 0.15%
20,788
-122
161
$2.19M 0.15%
120,881
-2,865
162
$2.11M 0.14%
35,683
-2,000
163
$2.05M 0.14%
13,375
-635
164
$2M 0.13%
18,270
+460
165
$2M 0.13%
24,620
+4,355
166
$1.86M 0.12%
51,917
-60,756
167
$1.84M 0.12%
19,260
-475
168
$1.81M 0.12%
13,361
169
$1.66M 0.11%
35,710
+490
170
$1.54M 0.1%
+76,860
171
$1.54M 0.1%
29,587
+500
172
$1.47M 0.1%
7,733
-25
173
$1.46M 0.1%
36,883
+5,310
174
$1.45M 0.1%
165,381
+536
175
$1.43M 0.1%
34,440
+770
5 6
7
8 9