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
151
$2.83M 0.17%
29,995
+2,210
152
$2.79M 0.17%
49,790
-302
153
$2.76M 0.17%
63,305
+1,875
154
$2.65M 0.16%
+47,039
155
$2.62M 0.16%
40,330
-455
156
$2.6M 0.16%
20,280
-250
157
$2.54M 0.15%
35,363
-468
158
$2.45M 0.15%
125,804
+1,675
159
$2.39M 0.15%
19,210
+110
160
$2.37M 0.14%
38,893
-940
161
$2.36M 0.14%
24,930
+195
162
$2.31M 0.14%
36,245
-1,135
163
$2.29M 0.14%
60,613
-932
164
$2.25M 0.14%
16,465
-300
165
$2.25M 0.14%
13,597
-203
166
$2.11M 0.13%
66,265
-8,640
167
$2.06M 0.13%
13,400
+540
168
$1.98M 0.12%
20,965
-795
169
$1.95M 0.12%
13,230
-100
170
$1.91M 0.12%
34,295
+4,708
171
$1.71M 0.1%
7,108
-475
172
$1.69M 0.1%
23,390
+6,050
173
$1.64M 0.1%
11,150
-50
174
$1.63M 0.1%
18,085
-150
175
$1.6M 0.1%
8,922
-460
5 6
7
8 9