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
176
$1.38M 0.09%
12,050
177
$1.36M 0.09%
17,737
+67
178
$1.35M 0.09%
35,580
-1,350
179
$1.33M 0.09%
9,275
-118
180
$1.21M 0.08%
8,602
-1,656
181
$1.2M 0.08%
7,602
-225
182
$1.19M 0.08%
12,600
-175
183
$1.19M 0.08%
14,915
+335
184
$1.18M 0.08%
10,444
-40
185
$1.18M 0.08%
14,044
186
$1.18M 0.08%
20,701
-1,000
187
$1.17M 0.08%
8,845
-50
188
$1.15M 0.08%
17,175
189
$1.11M 0.07%
38,830
+900
190
$1.1M 0.07%
25,572
+2,980
191
$1.08M 0.07%
9,642
-225
192
$1.08M 0.07%
3,586
-194
193
$1.04M 0.07%
6,534
194
$1.04M 0.07%
19,316
195
$1.01M 0.07%
4,275
196
$999K 0.07%
8,857
-420
197
$971K 0.07%
16,725
198
$968K 0.07%
12,315
+50
199
$953K 0.06%
16,240
-940
200
$941K 0.06%
16,494
-30
6 7
8
9 10