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
$1.7B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.63M
3
+$6.28M
4
CHGG icon
Chegg
CHGG
+$6.11M
5
ZEN
ZENDESK INC
ZEN
+$6.08M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$10.1M
4
WST icon
West Pharmaceutical
WST
+$9.47M
5
ZTS icon
Zoetis
ZTS
+$7.57M

Sector Composition

1 Technology 25.3%
2 Healthcare 20%
3 Consumer Staples 10.95%
4 Financials 8.51%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.5M 0.15%
12,500
+8,460
152
$2.48M 0.15%
+58,645
153
$2.37M 0.14%
34,160
154
$2.36M 0.14%
24,930
-240
155
$2.28M 0.13%
10,835
-210
156
$2.26M 0.13%
38,043
-1,325
157
$2.14M 0.13%
68,881
-2,929
158
$2.13M 0.13%
172,996
-1,425
159
$2.12M 0.12%
55,805
+4,164
160
$2.09M 0.12%
77,928
+2,885
161
$2.07M 0.12%
20,625
+125
162
$2.03M 0.12%
13,573
+653
163
$2.03M 0.12%
55,800
-500
164
$1.96M 0.12%
35,348
-24,468
165
$1.93M 0.11%
12,921
166
$1.87M 0.11%
31,124
+4,950
167
$1.84M 0.11%
35,195
168
$1.83M 0.11%
33,830
-565
169
$1.75M 0.1%
16,190
170
$1.74M 0.1%
27,485
+985
171
$1.63M 0.1%
6,429
-235
172
$1.62M 0.1%
+44,405
173
$1.61M 0.1%
+37,259
174
$1.61M 0.09%
43,490
+6,160
175
$1.6M 0.09%
63,522
-10,375
5 6
7
8 9