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
$2.11B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$14.2M
3
+$13M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$8.26M
5
CDNA icon
CareDx
CDNA
+$7.83M

Top Sells

1
+$24.1M
2
+$7.82M
3
+$7.31M
4
SPLK
Splunk Inc
SPLK
+$6.98M
5
CHGG icon
Chegg
CHGG
+$6.54M

Sector Composition

1 Technology 22.39%
2 Healthcare 17.65%
3 Financials 10.51%
4 Industrials 9.1%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.15M 0.2%
11,385
-30
152
$4.13M 0.2%
63,103
-5,383
153
$4.12M 0.2%
14,638
+575
154
$4.05M 0.19%
58,920
+19,931
155
$3.99M 0.19%
+18,325
156
$3.98M 0.19%
111,401
+2,444
157
$3.91M 0.19%
107,590
+20
158
$3.9M 0.18%
195,620
+5,080
159
$3.77M 0.18%
26,764
+1,865
160
$3.67M 0.17%
95,531
+3,121
161
$3.64M 0.17%
18,529
+1,004
162
$3.53M 0.17%
20,746
+450
163
$3.51M 0.17%
35,827
+670
164
$3.51M 0.17%
18,575
165
$3.49M 0.17%
24,670
+170
166
$3.47M 0.16%
38,425
+1,680
167
$3.46M 0.16%
207,493
+27,225
168
$3.41M 0.16%
61,101
+2,005
169
$3.37M 0.16%
47,104
+4,330
170
$3.33M 0.16%
29,751
+705
171
$3.33M 0.16%
20,268
+534
172
$3.3M 0.16%
92,500
-2,600
173
$3.24M 0.15%
65,098
+3,975
174
$3.22M 0.15%
87,123
+3,660
175
$3.14M 0.15%
53,808
-1,797
5 6
7
8 9