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
176
$1.6M 0.1%
20,701
-450
177
$1.54M 0.09%
23,766
+13,544
178
$1.48M 0.09%
17,320
-55
179
$1.46M 0.09%
44,732
-1,858
180
$1.45M 0.09%
35,330
-250
181
$1.45M 0.09%
15,265
+25
182
$1.37M 0.08%
10,508
+1,510
183
$1.37M 0.08%
10,244
-200
184
$1.34M 0.08%
25,690
-70
185
$1.33M 0.08%
8,180
-400
186
$1.29M 0.08%
16,823
187
$1.27M 0.08%
14,383
-250
188
$1.26M 0.08%
135,541
-10,422
189
$1.22M 0.07%
14,737
-550
190
$1.21M 0.07%
11,415
-50
191
$1.21M 0.07%
10,750
192
$1.21M 0.07%
7,745
-401
193
$1.19M 0.07%
3,975
-300
194
$1.16M 0.07%
2,986
195
$1.1M 0.07%
3,430
+44
196
$1.1M 0.07%
33,642
-5,388
197
$1.07M 0.07%
16,060
198
$1.07M 0.07%
5,998
-484
199
$1.06M 0.06%
6,134
200
$1.02M 0.06%
21,156
-340
6 7
8
9 10